OIA
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OneDigital Investment Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

OneDigital 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
2025
Q1 		– Sell
-1,890
Closed -$281K – 1486
2024
Q4 		$281K Buy
1,890
+336
+22% +$51.2K ﹤0.01% 1161
2024
Q3 		$231K Sell
1,554
-17
-1% -$2.42K ﹤0.01% 1289
2024
Q2 		$216K Buy
+1,571
New +$216K ﹤0.01% 1255

Other funds holding SIZE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OneDigital Investment Advisors's SIZE Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2025, closing a stake of 1,890 shares — an estimated $281K sold.

OneDigital Investment Advisors first reported a position in SIZE in Q2 2024 and held it in 3 quarters. The position peaked at $281K in Q4 2024. 65 funds tracked by Wall St. Rank hold SIZE as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,890 iShares MSCI USA Size Factor ETF shares in Q1 2025, an estimated $281K.
  • OneDigital Investment Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q2 2024 and held it in 3 quarters.
  • OneDigital Investment Advisors's iShares MSCI USA Size Factor ETF position peaked at $281K in Q4 2024.
  • 65 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.