PAG
SIZE icon

Private Advisor Group’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Private Advisor 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
2020
Q3 		– Sell
-243
Closed -$21K – 3126
2020
Q2 		$21K Buy
+243
New +$20K ﹤0.01% 2559

Other funds holding SIZE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return

Private Advisor Group's SIZE Position: Q3 2020 in Review

Private Advisor Group sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q3 2020, closing a stake of 243 shares — an estimated $21K sold.

Private Advisor Group first reported a position in SIZE in Q2 2020 and held it in 1 quarter. The position peaked at $21K in Q2 2020. 89 funds tracked by Wall St. Rank hold SIZE as of Q3 2020.

  • Private Advisor Group reported no remaining iShares MSCI USA Size Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 243 iShares MSCI USA Size Factor ETF shares in Q3 2020, an estimated $21K.
  • Private Advisor Group first reported a position in iShares MSCI USA Size Factor ETF in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's iShares MSCI USA Size Factor ETF position peaked at $21K in Q2 2020.
  • 89 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.