RFN
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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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return