MCM
SIZE icon

MAI Capital Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

MAI Capital 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
2026
Q2 		– Sell
-585
Closed -$93.3K – 4297
2026
Q1 		$93.3K Hold
585
– – ﹤0.01% 1875
2025
Q4 		$94.5K Hold
585
– – ﹤0.01% 1681
2025
Q3 		$94.1K Buy
585
+70
+14% +$11.1K ﹤0.01% 1604
2025
Q2 		$79.6K Hold
515
– – ﹤0.01% 1601
2025
Q1 		$74.9K Sell
515
-30
-6% -$4.51K ﹤0.01% 1539
2024
Q4 		$80.9K Buy
+545
New +$83K ﹤0.01% 1536

Other funds holding SIZE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MAI Capital Management's SIZE Position: Q2 2026 in Review

MAI Capital Management sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2026, closing a stake of 585 shares — an estimated $93.3K sold.

MAI Capital Management first reported a position in SIZE in Q4 2024 and held it in 6 quarters. The position peaked at $94.5K in Q4 2025. 73 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

  • MAI Capital Management reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 585 iShares MSCI USA Size Factor ETF shares in Q2 2026, an estimated $93.3K.
  • MAI Capital Management first reported a position in iShares MSCI USA Size Factor ETF in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's iShares MSCI USA Size Factor ETF position peaked at $94.5K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.