JCM
SIZE icon

Jacobi Capital Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Jacobi Capital 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
2020
Q3 		– Sell
-6
Closed -$1K – 1300
2020
Q2 		$1K Buy
+6
New +$494 ﹤0.01% 1177

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Jacobi Capital Management's SIZE Position: Q3 2020 in Review

Jacobi Capital Management sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q3 2020, closing a stake of 6 shares — an estimated $1K sold.

Jacobi Capital Management first reported a position in SIZE in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 89 funds tracked by Wall St. Rank hold SIZE as of Q3 2020.

  • Jacobi Capital Management reported no remaining iShares MSCI USA Size Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Jacobi Capital Management sold 6 iShares MSCI USA Size Factor ETF shares in Q3 2020, an estimated $1K.
  • Jacobi Capital Management first reported a position in iShares MSCI USA Size Factor ETF in Q2 2020 and held it in 1 quarter.
  • Jacobi Capital Management's iShares MSCI USA Size Factor ETF position peaked at $1K in Q2 2020.
  • 89 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2020.

Based on Jacobi Capital Management's 13F filing for Q3 2020, filed 30 Oct 2020.