RDA Financial Network’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

RDA Financial Network’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
2021 Q2	–	Sell	-2,187	Closed	-$263K	–	237
2021 Q1	$263K	Sell	2,187 -39	-2%	-$4.54K	0.11%	183
2020 Q4	$247K	Sell	2,226 -2,468	-53%	-$255K	0.11%	182
2020 Q3	$440K	Sell	4,694 -3	-0.1%	-$279	0.2%	113
2020 Q2	$411K	Buy	4,697 +1,539	+49%	+$127K	0.21%	113
2020 Q1	$225K	Buy	3,158 +504	+19%	+$45.3K	0.14%	156
2019 Q4	$259K	Sell	2,654 -613	-19%	-$57.3K	0.11%	197
2019 Q3	$309K	Buy	+3,267	New	+$296K	0.13%	164

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

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

MPW

MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RDA Financial Network's SIZE Position: Q2 2021 in Review

RDA Financial Network sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2021, closing a stake of 2,187 shares — an estimated $263K sold.

RDA Financial Network first reported a position in SIZE in Q3 2019 and held it in 7 quarters. The position peaked at $440K in Q3 2020. 78 funds tracked by Wall St. Rank hold SIZE as of Q2 2021.

RDA Financial Network reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2021 after selling out during the quarter.
RDA Financial Network sold 2,187 iShares MSCI USA Size Factor ETF shares in Q2 2021, an estimated $263K.
RDA Financial Network first reported a position in iShares MSCI USA Size Factor ETF in Q3 2019 and held it in 7 quarters.
RDA Financial Network's iShares MSCI USA Size Factor ETF position peaked at $440K in Q3 2020.
78 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2021.

Based on RDA Financial Network's 13F filing for Q2 2021, filed 13 Jul 2021.