MBT
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Montecito Bank & Trust’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Montecito Bank & 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
-19,337
Closed -$1.88M – 209
2019
Q4 		$1.88M Buy
+19,337
New +$1.81M 0.51% 47

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Montecito Bank & Trust's SIZE Position: Q1 2020 in Review

Montecito Bank & Trust sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2020, closing a stake of 19,337 shares — an estimated $1.88M sold.

Montecito Bank & Trust first reported a position in SIZE in Q4 2019 and held it in 1 quarter. The position peaked at $1.88M in Q4 2019. 143 funds tracked by Wall St. Rank hold SIZE as of Q1 2020.

  • Montecito Bank & Trust reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Montecito Bank & Trust sold 19,337 iShares MSCI USA Size Factor ETF shares in Q1 2020, an estimated $1.88M.
  • Montecito Bank & Trust first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and held it in 1 quarter.
  • Montecito Bank & Trust's iShares MSCI USA Size Factor ETF position peaked at $1.88M in Q4 2019.
  • 143 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2020.

Based on Montecito Bank & Trust's 13F filing for Q1 2020, filed 23 Apr 2020.