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OmniStar Financial Group’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

OmniStar Financial 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
2022
Q4 		– Sell
-2,052
Closed -$213K – 111
2022
Q3 		$213K Buy
+2,052
New +$238K 0.25% 100
2020
Q2 		– Sell
-2,718
Closed -$194K – 281
2020
Q1 		$194K Buy
+2,718
New +$244K 0.19% 101

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OmniStar Financial Group's SIZE Position: Q4 2022 in Review

OmniStar Financial Group sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q4 2022, closing a stake of 2,052 shares — an estimated $213K sold.

OmniStar Financial Group first reported a position in SIZE in Q1 2020 and held it in 2 quarters. The position peaked at $213K in Q3 2022. 69 funds tracked by Wall St. Rank hold SIZE as of Q4 2022.

  • OmniStar Financial Group reported no remaining iShares MSCI USA Size Factor ETF position as of Q4 2022 after selling out during the quarter.
  • OmniStar Financial Group sold 2,052 iShares MSCI USA Size Factor ETF shares in Q4 2022, an estimated $213K.
  • OmniStar Financial Group first reported a position in iShares MSCI USA Size Factor ETF in Q1 2020 and held it in 2 quarters.
  • OmniStar Financial Group's iShares MSCI USA Size Factor ETF position peaked at $213K in Q3 2022.
  • 69 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q4 2022.

Based on OmniStar Financial Group's 13F filing for Q4 2022, filed 20 Jan 2023.