Mount Yale Investment Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-4,531
Closed -$323K 361
2020
Q1
$323K Buy
4,531
+1,585
+54% +$113K 0.07% 228
2019
Q4
$283K Buy
+2,946
New +$283K 0.05% 282