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LifePlan Financial Group’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

LifePlan Financial Group’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 		$21K Sell
227
-115
-34% -$10.7K 0.01% 335
2020
Q2 		$30K Sell
342
-13,474
-98% -$1.11M 0.01% 291
2020
Q1 		$986K Sell
13,816
-8,303
-38% -$746K 0.53% 46
2019
Q4 		$2.15M Buy
+22,119
New +$2.07M 0.96% 32

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
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $83.7B AUM 27.22% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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 $671M AUM 23.37% 1-Year Est. Return

LifePlan Financial Group's SIZE Position: Q3 2020 in Review

LifePlan Financial Group reduced its iShares MSCI USA Size Factor ETF (SIZE) stake by 34% in Q3 2020, selling an estimated $10.7K and leaving 227 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #335.

LifePlan Financial Group first reported a position in SIZE in Q4 2019 and has held it in 4 quarters since. The position peaked at $2.15M in Q4 2019. 89 funds tracked by Wall St. Rank hold SIZE as of Q3 2020.

  • LifePlan Financial Group held 227 shares of iShares MSCI USA Size Factor ETF worth $21K as of Q3 2020.
  • LifePlan Financial Group sold 115 iShares MSCI USA Size Factor ETF shares in Q3 2020, an estimated $10.7K.
  • iShares MSCI USA Size Factor ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #335 holding.
  • LifePlan Financial Group first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and has held it in 4 quarters since.
  • LifePlan Financial Group's iShares MSCI USA Size Factor ETF position peaked at $2.15M in Q4 2019.
  • 89 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.