MYIA
SIZE icon

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

Mount Yale Investment Advisors’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
Q2 		– Sell
-4,531
Closed -$323K – 362
2020
Q1 		$323K Buy
4,531
+1,585
+54% +$142K 0.07% 228
2019
Q4 		$283K Buy
+2,946
New +$275K 0.05% 284

Other funds holding SIZE

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Mount Yale Investment Advisors's SIZE Position: Q2 2020 in Review

Mount Yale Investment Advisors sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2020, closing a stake of 4,531 shares — an estimated $323K sold.

Mount Yale Investment Advisors first reported a position in SIZE in Q4 2019 and held it in 2 quarters. The position peaked at $323K in Q1 2020. 88 funds tracked by Wall St. Rank hold SIZE as of Q2 2020.

  • Mount Yale Investment Advisors reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,531 iShares MSCI USA Size Factor ETF shares in Q2 2020, an estimated $323K.
  • Mount Yale Investment Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and held it in 2 quarters.
  • Mount Yale Investment Advisors's iShares MSCI USA Size Factor ETF position peaked at $323K in Q1 2020.
  • 88 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2020.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2020, filed 9 Jul 2020.