Horst & Graben Wealth Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Horst & Graben Wealth 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 Q1	–	Sell	-17,746	Closed	-$1.97M	–	133
2020 Q4	$1.97M	Sell	17,746 -15,599	-47%	-$1.61M	0.68%	29
2020 Q3	$3.13M	Buy	33,345 +8,289	+33%	+$771K	1.21%	22
2020 Q2	$2.19M	Buy	25,056 +17,795	+245%	+$1.47M	0.96%	21
2020 Q1	$518K	Buy	+7,261	New	+$653K	0.27%	46

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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

TWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MPW

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Horst & Graben Wealth Management's SIZE Position: Q1 2021 in Review

Horst & Graben Wealth Management sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2021, closing a stake of 17,746 shares — an estimated $1.97M sold.

Horst & Graben Wealth Management first reported a position in SIZE in Q1 2020 and held it in 4 quarters. The position peaked at $3.13M in Q3 2020. 83 funds tracked by Wall St. Rank hold SIZE as of Q1 2021.

Horst & Graben Wealth Management reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2021 after selling out during the quarter.
Horst & Graben Wealth Management sold 17,746 iShares MSCI USA Size Factor ETF shares in Q1 2021, an estimated $1.97M.
Horst & Graben Wealth Management first reported a position in iShares MSCI USA Size Factor ETF in Q1 2020 and held it in 4 quarters.
Horst & Graben Wealth Management's iShares MSCI USA Size Factor ETF position peaked at $3.13M in Q3 2020.
83 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2021.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2021, filed 20 Apr 2021.