OneDigital 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
2025 Q1	–	Sell	-1,890	Closed	-$281K	–	1486
2024 Q4	$281K	Buy	1,890 +336	+22%	+$49.9K	﹤0.01%	1161
2024 Q3	$231K	Sell	1,554 -17	-1%	-$2.53K	﹤0.01%	1289
2024 Q2	$216K	Buy	+1,571	New	+$216K	﹤0.01%	1254