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

Professional 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
2022 Q4	–	Sell	-83	Closed	-$9K	–	382
2022 Q3	$9K	Buy	83 +1	+1%	+$116	0.01%	303
2022 Q2	$9K	Hold	82	–	–	0.01%	309
2022 Q1	$11K	Sell	82 -88	-52%	-$11.4K	﹤0.01%	302
2021 Q4	$23K	Buy	170 +1	+0.6%	+$134	0.01%	238
2021 Q3	$22K	Buy	169 +1	+0.6%	+$131	0.01%	205
2021 Q2	$22K	Sell	168 -57	-25%	-$7.19K	0.01%	210
2021 Q1	$27K	Sell	225 -35	-13%	-$4.08K	0.02%	173
2020 Q4	$29K	Buy	260 +1	+0.4%	+$103	0.02%	159
2020 Q3	$24K	Buy	+259	New	+$24.1K	0.02%	153

Other funds holding SIZE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $591M AUM 16.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Professional Financial Advisors's SIZE Position: Q4 2022 in Review

Professional Financial Advisors sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q4 2022, closing a stake of 83 shares — an estimated $9K sold.

Professional Financial Advisors first reported a position in SIZE in Q3 2020 and held it in 9 quarters. The position peaked at $29K in Q4 2020. 69 funds tracked by Wall St. Rank hold SIZE as of Q4 2022.

Professional Financial Advisors reported no remaining iShares MSCI USA Size Factor ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 83 iShares MSCI USA Size Factor ETF shares in Q4 2022, an estimated $9K.
Professional Financial Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's iShares MSCI USA Size Factor ETF position peaked at $29K in Q4 2020.
69 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.