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

PSI 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
2023 Q2	–	Sell	-10	Closed	-$1.18K	–	885
2023 Q1	$1.18K	Hold	10	–	–	﹤0.01%	650
2022 Q4	$1.14K	Hold	10	–	–	﹤0.01%	653
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	722
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	733
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	689
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	734
2021 Q3	$1K	Buy	+10	New	+$1.31K	﹤0.01%	708

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PSI Advisors's SIZE Position: Q2 2023 in Review

PSI Advisors sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2023, closing a stake of 10 shares — an estimated $1.18K sold.

PSI Advisors first reported a position in SIZE in Q3 2021 and held it in 7 quarters. The position peaked at $1.18K in Q1 2023. 68 funds tracked by Wall St. Rank hold SIZE as of Q2 2023.

PSI Advisors reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2023 after selling out during the quarter.
PSI Advisors sold 10 iShares MSCI USA Size Factor ETF shares in Q2 2023, an estimated $1.18K.
PSI Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q3 2021 and held it in 7 quarters.
PSI Advisors's iShares MSCI USA Size Factor ETF position peaked at $1.18K in Q1 2023.
68 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2023.

Based on PSI Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.