LWM
SIZE icon

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

Liberty 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
Q4 		– Sell
-261
Closed -$33K – 945
2021
Q3 		$33K Buy
261
+1
+0.4% +$131 0.01% 515
2021
Q2 		$34K Sell
260
-75
-22% -$9.46K 0.01% 399
2021
Q1 		$37K Hold
335
– – 0.02% 343
2020
Q4 		$37K Buy
335
+1
+0.3% +$103 0.02% 340
2020
Q3 		$31K Buy
334
+246
+280% +$22.9K 0.02% 324
2020
Q2 		$8K Sell
88
-11,610
-99% -$957K 0.01% 531
2020
Q1 		$839K Buy
11,698
+6,135
+110% +$552K 0.73% 26
2019
Q4 		$542K Buy
+5,563
New +$520K 0.43% 42

Other funds holding SIZE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Liberty Wealth Management's SIZE Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q4 2021, closing a stake of 261 shares — an estimated $33K sold.

Liberty Wealth Management first reported a position in SIZE in Q4 2019 and held it in 8 quarters. The position peaked at $839K in Q1 2020. 87 funds tracked by Wall St. Rank hold SIZE as of Q4 2021.

  • Liberty Wealth Management reported no remaining iShares MSCI USA Size Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 261 iShares MSCI USA Size Factor ETF shares in Q4 2021, an estimated $33K.
  • Liberty Wealth Management first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and held it in 8 quarters.
  • Liberty Wealth Management's iShares MSCI USA Size Factor ETF position peaked at $839K in Q1 2020.
  • 87 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.