NFSG
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Newbridge Financial Services Group’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Newbridge Financial Services Group’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
2023
Q1 		– Sell
-21
Closed -$2.42K – 1470
2022
Q4 		$2.42K Hold
21
– – ﹤0.01% 1187
2022
Q3 		$2K Hold
21
– – ﹤0.01% 1233
2022
Q2 		$2K Buy
+21
New +$2.52K ﹤0.01% 1216

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
Envestnet Asset Management
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
MPW
MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Newbridge Financial Services Group's SIZE Position: Q1 2023 in Review

Newbridge Financial Services Group sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2023, closing a stake of 21 shares — an estimated $2.42K sold.

Newbridge Financial Services Group first reported a position in SIZE in Q2 2022 and held it in 3 quarters. The position peaked at $2.42K in Q4 2022. 65 funds tracked by Wall St. Rank hold SIZE as of Q1 2023.

  • Newbridge Financial Services Group reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 21 iShares MSCI USA Size Factor ETF shares in Q1 2023, an estimated $2.42K.
  • Newbridge Financial Services Group first reported a position in iShares MSCI USA Size Factor ETF in Q2 2022 and held it in 3 quarters.
  • Newbridge Financial Services Group's iShares MSCI USA Size Factor ETF position peaked at $2.42K in Q4 2022.
  • 65 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2023.

Based on Newbridge Financial Services Group's 13F filing for Q1 2023, filed 18 Apr 2023.