Meeder Asset Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Meeder Asset 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
2022 Q2	–	Sell	-171	Closed	-$22K	–	2401
2022 Q1	$22K	Sell	171 -115	-40%	-$14.8K	﹤0.01%	1237
2021 Q4	$39K	Hold	286	–	–	﹤0.01%	538
2021 Q3	$37K	Hold	286	–	–	﹤0.01%	1190
2021 Q2	$37K	Hold	286	–	–	﹤0.01%	1239
2021 Q1	$34K	Buy	+286	New	+$33.3K	﹤0.01%	1228

Other funds holding SIZE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MPW

MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Meeder Asset Management's SIZE Position: Q2 2022 in Review

Meeder Asset Management sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2022, closing a stake of 171 shares — an estimated $22K sold.

Meeder Asset Management first reported a position in SIZE in Q1 2021 and held it in 5 quarters. The position peaked at $39K in Q4 2021. 74 funds tracked by Wall St. Rank hold SIZE as of Q2 2022.

Meeder Asset Management reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2022 after selling out during the quarter.
Meeder Asset Management sold 171 iShares MSCI USA Size Factor ETF shares in Q2 2022, an estimated $22K.
Meeder Asset Management first reported a position in iShares MSCI USA Size Factor ETF in Q1 2021 and held it in 5 quarters.
Meeder Asset Management's iShares MSCI USA Size Factor ETF position peaked at $39K in Q4 2021.
74 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2022.

Based on Meeder Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.