LA
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LexAurum Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

LexAurum Advisors’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
-2,854
Closed -$268K – 246
2020
Q3 		$268K Buy
+2,854
New +$266K 0.11% 180

Other funds holding SIZE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SG Americas Securities
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
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
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
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

LexAurum Advisors's SIZE Position: Q4 2020 in Review

LexAurum Advisors sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q4 2020, closing a stake of 2,854 shares — an estimated $268K sold.

LexAurum Advisors first reported a position in SIZE in Q3 2020 and held it in 1 quarter. The position peaked at $268K in Q3 2020. 101 funds tracked by Wall St. Rank hold SIZE as of Q4 2020.

  • LexAurum Advisors reported no remaining iShares MSCI USA Size Factor ETF position as of Q4 2020 after selling out during the quarter.
  • LexAurum Advisors sold 2,854 iShares MSCI USA Size Factor ETF shares in Q4 2020, an estimated $268K.
  • LexAurum Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q3 2020 and held it in 1 quarter.
  • LexAurum Advisors's iShares MSCI USA Size Factor ETF position peaked at $268K in Q3 2020.
  • 101 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q4 2020.

Based on LexAurum Advisors's 13F filing for Q4 2020, filed 20 Jan 2021.