Ifrah Financial Services’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Ifrah Financial Services’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
2020 Q4	–	Sell	-4,036	Closed	-$378K	–	204
2020 Q3	$378K	Sell	4,036 -69	-2%	-$6.42K	0.14%	123
2020 Q2	$360K	Sell	4,105 -135	-3%	-$11.1K	0.13%	128
2020 Q1	$303K	Sell	4,240 -2,134	-33%	-$192K	0.13%	127
2019 Q4	$621K	Buy	6,374 +2,212	+53%	+$207K	0.22%	87
2019 Q3	$378K	Sell	4,162 -98	-2%	-$8.88K	0.14%	122
2019 Q2	$388K	Sell	4,260 -43	-1%	-$3.84K	0.14%	122
2019 Q1	$379K	Sell	4,303 -77	-2%	-$6.53K	0.14%	125
2018 Q4	$336K	Buy	+4,380	New	+$362K	0.14%	123

Other funds holding SIZE

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

TEE

Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Ifrah Financial Services's SIZE Position: Q4 2020 in Review

Ifrah Financial Services sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q4 2020, closing a stake of 4,036 shares — an estimated $378K sold.

Ifrah Financial Services first reported a position in SIZE in Q4 2018 and held it in 8 quarters. The position peaked at $621K in Q4 2019. 101 funds tracked by Wall St. Rank hold SIZE as of Q4 2020.

Ifrah Financial Services reported no remaining iShares MSCI USA Size Factor ETF position as of Q4 2020 after selling out during the quarter.
Ifrah Financial Services sold 4,036 iShares MSCI USA Size Factor ETF shares in Q4 2020, an estimated $378K.
Ifrah Financial Services first reported a position in iShares MSCI USA Size Factor ETF in Q4 2018 and held it in 8 quarters.
Ifrah Financial Services's iShares MSCI USA Size Factor ETF position peaked at $621K in Q4 2019.
101 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q4 2020.

Based on Ifrah Financial Services's 13F filing for Q4 2020, filed 5 Feb 2021.