MCC
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Money Concepts Capital’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Money Concepts Capital’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 		– Sell
-300
Closed -$33K – 760
2020
Q4 		$33K Buy
+300
New +$31K ﹤0.01% 548

Other funds holding SIZE

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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

Money Concepts Capital's SIZE Position: Q1 2021 in Review

Money Concepts Capital sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2021, closing a stake of 300 shares — an estimated $33K sold.

Money Concepts Capital first reported a position in SIZE in Q4 2020 and held it in 1 quarter. The position peaked at $33K in Q4 2020. 83 funds tracked by Wall St. Rank hold SIZE as of Q1 2021.

  • Money Concepts Capital reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Money Concepts Capital sold 300 iShares MSCI USA Size Factor ETF shares in Q1 2021, an estimated $33K.
  • Money Concepts Capital first reported a position in iShares MSCI USA Size Factor ETF in Q4 2020 and held it in 1 quarter.
  • Money Concepts Capital's iShares MSCI USA Size Factor ETF position peaked at $33K in Q4 2020.
  • 83 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2021.

Based on Money Concepts Capital's 13F filing for Q1 2021, filed 17 May 2021.