Truist Financial
SIZE icon

Truist Financial’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Truist Financial’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
2023
Q2 		– Sell
-20,063
Closed -$2.36M – 2666
2023
Q1 		$2.36M Sell
20,063
-1,059
-5% -$126K ﹤0.01% 1142
2022
Q4 		$2.4M Sell
21,122
-8,124
-28% -$920K ﹤0.01% 1119
2022
Q3 		$3.05M Buy
29,246
+1,515
+5% +$176K 0.01% 976
2022
Q2 		$3.05M Buy
27,731
+114
+0.4% +$13.7K 0.01% 1006
2022
Q1 		$3.6M Sell
27,617
-6,977
-20% -$900K 0.01% 1014
2021
Q4 		$4.75M Sell
34,594
-86,580
-71% -$11.6M 0.01% 905
2021
Q3 		$15.5M Buy
121,174
+4,647
+4% +$610K 0.03% 487
2021
Q2 		$15.1M Buy
116,527
+4,180
+4% +$527K 0.02% 504
2021
Q1 		$13.5M Buy
112,347
+11,949
+12% +$1.39M 0.02% 522
2020
Q4 		$11.2M Buy
100,398
+7,234
+8% +$748K 0.02% 563
2020
Q3 		$8.74M Buy
93,164
+5,981
+7% +$557K 0.02% 590
2020
Q2 		$7.64M Buy
87,183
+12,531
+17% +$1.03M 0.02% 603
2020
Q1 		$5.33M Buy
74,652
+1,197
+2% +$108K 0.01% 661
2019
Q4 		$7.16M Buy
+73,455
New +$6.86M 0.01% 649

Other funds holding SIZE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial's SIZE Position: Q2 2023 in Review

Truist Financial sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2023, closing a stake of 20,063 shares — an estimated $2.36M sold.

Truist Financial first reported a position in SIZE in Q4 2019 and held it in 14 quarters. The position peaked at $15.5M in Q3 2021. 68 funds tracked by Wall St. Rank hold SIZE as of Q2 2023.

  • Truist Financial reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Truist Financial sold 20,063 iShares MSCI USA Size Factor ETF shares in Q2 2023, an estimated $2.36M.
  • Truist Financial first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and held it in 14 quarters.
  • Truist Financial's iShares MSCI USA Size Factor ETF position peaked at $15.5M in Q3 2021.
  • 68 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2023.

Based on Truist Financial's 13F filing for Q2 2023, filed 1 Aug 2023.