MA Private Wealth’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $299K | Sell |
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|
2023
Q3 | $378K | Sell |
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|
2023
Q2 | $7.18M | Sell |
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|
2023
Q1 | $6.94M | Sell |
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|
2022
Q4 | $7.11M | Sell |
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|
2022
Q3 | $6.96M | Sell |
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|
2022
Q2 | $7.09M | Sell |
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|
2022
Q1 | $9.57M | Buy |
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|
2021
Q4 | $9.36M | Buy |
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|
2021
Q3 | $8.17M | Buy |
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|
2021
Q2 | $7.38M | Sell |
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|
2021
Q1 | $6.88M | Sell |
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|
2020
Q4 | $6.53M | Sell |
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|
2020
Q3 | $5.63M | Sell |
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|
2020
Q2 | $5.26M | Sell |
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|
2020
Q1 | $7.43M | Buy |
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|
2019
Q4 | $9.64M | Buy |
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