LWM
SIZE icon

Lenox Wealth Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Lenox 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
2020
Q2 		– Sell
-326
Closed -$23K – 792
2020
Q1 		$23K Sell
326
-449
-58% -$40.4K 0.01% 318
2019
Q4 		$76K Buy
+775
New +$72.4K 0.02% 242

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Lenox Wealth Management's SIZE Position: Q2 2020 in Review

Lenox Wealth Management sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2020, closing a stake of 326 shares — an estimated $23K sold.

Lenox Wealth Management first reported a position in SIZE in Q4 2019 and held it in 2 quarters. The position peaked at $76K in Q4 2019. 88 funds tracked by Wall St. Rank hold SIZE as of Q2 2020.

  • Lenox Wealth Management reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 326 iShares MSCI USA Size Factor ETF shares in Q2 2020, an estimated $23K.
  • Lenox Wealth Management first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and held it in 2 quarters.
  • Lenox Wealth Management's iShares MSCI USA Size Factor ETF position peaked at $76K in Q4 2019.
  • 88 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.