Regal Wealth Group’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Regal Wealth 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
2021 Q2	–	Sell	-70	Closed	-$8K	–	209
2021 Q1	$8K	Hold	70	–	–	﹤0.01%	188
2020 Q4	$8K	Hold	70	–	–	﹤0.01%	166
2020 Q3	$7K	Hold	70	–	–	0.01%	159
2020 Q2	$6K	Hold	70	–	–	0.01%	157
2020 Q1	$5K	Hold	70	–	–	﹤0.01%	147
2019 Q4	$7K	Hold	70	–	–	﹤0.01%	162
2019 Q3	$6K	Hold	70	–	–	﹤0.01%	144
2019 Q2	$6K	Hold	70	–	–	﹤0.01%	137
2019 Q1	$6K	Buy	+70	New	+$5.94K	﹤0.01%	131
2018 Q2	–	Sell	-110	Closed	-$9K	–	176
2018 Q1	$9K	Hold	110	–	–	0.01%	130
2017 Q4	$9K	Hold	110	–	–	0.01%	130
2017 Q3	$9K	Hold	110	–	–	0.01%	120
2017 Q2	$9K	Hold	110	–	–	0.01%	120
2017 Q1	$8K	Buy	+110	New	+$8.19K	0.01%	122

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

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

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

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 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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Regal Wealth Group's SIZE Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2021, closing a stake of 70 shares — an estimated $8K sold.

Regal Wealth Group first reported a position in SIZE in Q1 2017 and held it in 14 quarters. The position peaked at $9K in Q1 2018. 78 funds tracked by Wall St. Rank hold SIZE as of Q2 2021.

Regal Wealth Group reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 70 iShares MSCI USA Size Factor ETF shares in Q2 2021, an estimated $8K.
Regal Wealth Group first reported a position in iShares MSCI USA Size Factor ETF in Q1 2017 and held it in 14 quarters.
Regal Wealth Group's iShares MSCI USA Size Factor ETF position peaked at $9K in Q1 2018.
78 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.