Smart Money Group’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Smart Money 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
2020 Q4	–	Sell	-20,113	Closed	-$1.89M	–	79
2020 Q3	$1.89M	Buy	+20,113	New	+$1.87M	0.81%	45
2020 Q2	–	Sell	-7,915	Closed	-$565K	–	93
2020 Q1	$565K	Buy	+7,915	New	+$712K	0.4%	54

Other funds holding SIZE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

TEE

Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Smart Money Group's SIZE Position: Q4 2020 in Review

Smart Money Group sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q4 2020, closing a stake of 20,113 shares — an estimated $1.89M sold.

Smart Money Group first reported a position in SIZE in Q1 2020 and held it in 2 quarters. The position peaked at $1.89M in Q3 2020. 101 funds tracked by Wall St. Rank hold SIZE as of Q4 2020.

Smart Money Group reported no remaining iShares MSCI USA Size Factor ETF position as of Q4 2020 after selling out during the quarter.
Smart Money Group sold 20,113 iShares MSCI USA Size Factor ETF shares in Q4 2020, an estimated $1.89M.
Smart Money Group first reported a position in iShares MSCI USA Size Factor ETF in Q1 2020 and held it in 2 quarters.
Smart Money Group's iShares MSCI USA Size Factor ETF position peaked at $1.89M in Q3 2020.
101 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.