PFA
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Pettinga Financial Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Pettinga Financial 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
2020
Q2 		– Sell
-5,441
Closed -$388K – 83
2020
Q1 		$388K Buy
+5,441
New +$489K 0.26% 49

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Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
TWM
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Pettinga Financial Advisors's SIZE Position: Q2 2020 in Review

Pettinga Financial Advisors sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2020, closing a stake of 5,441 shares — an estimated $388K sold.

Pettinga Financial Advisors first reported a position in SIZE in Q1 2020 and held it in 1 quarter. The position peaked at $388K in Q1 2020. 88 funds tracked by Wall St. Rank hold SIZE as of Q2 2020.

  • Pettinga Financial Advisors reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Pettinga Financial Advisors sold 5,441 iShares MSCI USA Size Factor ETF shares in Q2 2020, an estimated $388K.
  • Pettinga Financial Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q1 2020 and held it in 1 quarter.
  • Pettinga Financial Advisors's iShares MSCI USA Size Factor ETF position peaked at $388K in Q1 2020.
  • 88 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2020.

Based on Pettinga Financial Advisors's 13F filing for Q2 2020, filed 22 Jul 2020.