Parametric Portfolio Associates’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Parametric Portfolio Associates’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 Q1	$301K	Buy	+2,310	New	+$298K	﹤0.01%	3279

Other funds holding SIZE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $671M AUM 23.37% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Parametric Portfolio Associates's SIZE Position: Q1 2022 in Review

Parametric Portfolio Associates opened a new position in iShares MSCI USA Size Factor ETF (SIZE) in Q1 2022: 2,310 shares worth $301K. The stake represents ﹤0.01% of the portfolio and ranks #3279 among its holdings.

75 funds tracked by Wall St. Rank hold SIZE as of Q1 2022.

Parametric Portfolio Associates held 2,310 shares of iShares MSCI USA Size Factor ETF worth $301K as of Q1 2022.
iShares MSCI USA Size Factor ETF was a new Parametric Portfolio Associates position in Q1 2022.
iShares MSCI USA Size Factor ETF made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #3279 holding.
75 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.