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Lighthouse Financial Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Lighthouse Financial 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
2021
Q1 		$217K Sell
1,808
-176
-9% -$20.5K 0.07% 100
2020
Q4 		$220K Buy
+1,984
New +$205K 0.07% 105

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Lighthouse Financial Advisors's SIZE Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its iShares MSCI USA Size Factor ETF (SIZE) stake by 8.9% in Q1 2021, selling an estimated $20.5K and leaving 1,808 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #100.

Lighthouse Financial Advisors first reported a position in SIZE in Q4 2020 and has held it in 2 quarters since. The position peaked at $220K in Q4 2020. 83 funds tracked by Wall St. Rank hold SIZE as of Q1 2021.

  • Lighthouse Financial Advisors held 1,808 shares of iShares MSCI USA Size Factor ETF worth $217K as of Q1 2021.
  • Lighthouse Financial Advisors sold 176 iShares MSCI USA Size Factor ETF shares in Q1 2021, an estimated $20.5K.
  • iShares MSCI USA Size Factor ETF made up 0.07% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #100 holding.
  • Lighthouse Financial Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q4 2020 and has held it in 2 quarters since.
  • Lighthouse Financial Advisors's iShares MSCI USA Size Factor ETF position peaked at $220K in Q4 2020.
  • 83 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.