HawsGoodwin Investment Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

HawsGoodwin Investment Management’s Portfolio SIZE Stock Details SIZE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$833K	Hold	6,068	–	–	0.24%	76
2021 Q3	$775K	Hold	6,068	–	–	0.24%	76
2021 Q2	$785K	Sell	6,068 -1,014	-14%	-$128K	0.24%	76
2021 Q1	$850K	Sell	7,082 -8	-0.1%	-$932	0.27%	74
2020 Q4	$788K	Hold	7,090	–	–	0.25%	69
2020 Q3	$665K	Sell	7,090 -8	-0.1%	-$744	0.24%	66
2020 Q2	$622K	Sell	7,098 -13,825	-66%	-$1.14M	0.24%	68
2020 Q1	$1.49M	Buy	+20,923	New	+$1.88M	0.75%	36

Other funds holding SIZE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MPW

MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

HawsGoodwin Investment Management's SIZE Position: Q4 2021 in Review

HawsGoodwin Investment Management held its iShares MSCI USA Size Factor ETF (SIZE) position steady in Q4 2021 at 6,068 shares worth $833K. The position accounts for 0.24% of the portfolio, ranked #76.

HawsGoodwin Investment Management first reported a position in SIZE in Q1 2020 and has held it in 8 quarters since. The position peaked at $1.49M in Q1 2020. 87 funds tracked by Wall St. Rank hold SIZE as of Q4 2021.

HawsGoodwin Investment Management held 6,068 shares of iShares MSCI USA Size Factor ETF worth $833K as of Q4 2021.
HawsGoodwin Investment Management left its iShares MSCI USA Size Factor ETF share count unchanged in Q4 2021.
iShares MSCI USA Size Factor ETF made up 0.24% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #76 holding.
HawsGoodwin Investment Management first reported a position in iShares MSCI USA Size Factor ETF in Q1 2020 and has held it in 8 quarters since.
HawsGoodwin Investment Management's iShares MSCI USA Size Factor ETF position peaked at $1.49M in Q1 2020.
87 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.