MPWT
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MassMutual Private Wealth & Trust’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-273
Closed -$27K – 785
2019
Q4 		$27K Buy
+273
New +$25.5K ﹤0.01% 497

Other funds holding SIZE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MassMutual Private Wealth & Trust's SIZE Position: Q1 2020 in Review

MassMutual Private Wealth & Trust sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2020, closing a stake of 273 shares — an estimated $27K sold.

MassMutual Private Wealth & Trust first reported a position in SIZE in Q4 2019 and held it in 1 quarter. The position peaked at $27K in Q4 2019. 143 funds tracked by Wall St. Rank hold SIZE as of Q1 2020.

  • MassMutual Private Wealth & Trust reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2020 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 273 iShares MSCI USA Size Factor ETF shares in Q1 2020, an estimated $27K.
  • MassMutual Private Wealth & Trust first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's iShares MSCI USA Size Factor ETF position peaked at $27K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2020.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2020, filed 15 May 2020.