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Tibra Equities Europe’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Tibra Equities Europe’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
Q1 		– Sell
-730,524
Closed -$81.2M – 111
2020
Q4 		$81.2M Buy
+730,524
New +$75.6M 8.31% 3

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Tibra Equities Europe's SIZE Position: Q1 2021 in Review

Tibra Equities Europe sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2021, closing a stake of 730,524 shares — an estimated $81.2M sold.

Tibra Equities Europe first reported a position in SIZE in Q4 2020 and held it in 1 quarter. The position peaked at $81.2M in Q4 2020. 83 funds tracked by Wall St. Rank hold SIZE as of Q1 2021.

  • Tibra Equities Europe reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Tibra Equities Europe sold 730,524 iShares MSCI USA Size Factor ETF shares in Q1 2021, an estimated $81.2M.
  • Tibra Equities Europe first reported a position in iShares MSCI USA Size Factor ETF in Q4 2020 and held it in 1 quarter.
  • Tibra Equities Europe's iShares MSCI USA Size Factor ETF position peaked at $81.2M in Q4 2020.
  • 83 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2021.

Based on Tibra Equities Europe's 13F filing for Q1 2021, filed 17 May 2021.