SHJ
SIZE icon

Sharkey, Howes & Javer’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Sharkey, Howes & Javer’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
2020
Q2 		– Sell
-27,226
Closed -$1.94M – 72
2020
Q1 		$1.94M Sell
27,226
-13,012
-32% -$1.17M 1.01% 23
2019
Q4 		$3.92M Buy
+40,238
New +$3.76M 1.66% 18

Other funds holding SIZE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Sharkey, Howes & Javer's SIZE Position: Q2 2020 in Review

Sharkey, Howes & Javer sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2020, closing a stake of 27,226 shares — an estimated $1.94M sold.

Sharkey, Howes & Javer first reported a position in SIZE in Q4 2019 and held it in 2 quarters. The position peaked at $3.92M in Q4 2019. 88 funds tracked by Wall St. Rank hold SIZE as of Q2 2020.

  • Sharkey, Howes & Javer reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 27,226 iShares MSCI USA Size Factor ETF shares in Q2 2020, an estimated $1.94M.
  • Sharkey, Howes & Javer first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and held it in 2 quarters.
  • Sharkey, Howes & Javer's iShares MSCI USA Size Factor ETF position peaked at $3.92M in Q4 2019.
  • 88 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2020.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2020, filed 22 Jul 2020.