TRUE Private Wealth Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

TRUE Private Wealth Advisors’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	-7,983	Closed	-$569K	–	740
2020 Q1	$569K	Buy	+7,983	New	+$718K	0.12%	91

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

TRUE Private Wealth Advisors's SIZE Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2020, closing a stake of 7,983 shares — an estimated $569K sold.

TRUE Private Wealth Advisors first reported a position in SIZE in Q1 2020 and held it in 1 quarter. The position peaked at $569K in Q1 2020. 88 funds tracked by Wall St. Rank hold SIZE as of Q2 2020.

TRUE Private Wealth Advisors reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 7,983 iShares MSCI USA Size Factor ETF shares in Q2 2020, an estimated $569K.
TRUE Private Wealth Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q1 2020 and held it in 1 quarter.
TRUE Private Wealth Advisors's iShares MSCI USA Size Factor ETF position peaked at $569K in Q1 2020.
88 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.