VisionPoint Advisory Group’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

VisionPoint Advisory 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
2023 Q3	–	Sell	-24	Closed	-$2.95K	–	811
2023 Q2	$2.95K	Buy	+24	New	+$2.81K	﹤0.01%	479

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VisionPoint Advisory Group's SIZE Position: Q3 2023 in Review

VisionPoint Advisory Group sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q3 2023, closing a stake of 24 shares — an estimated $2.95K sold.

VisionPoint Advisory Group first reported a position in SIZE in Q2 2023 and held it in 1 quarter. The position peaked at $2.95K in Q2 2023. 65 funds tracked by Wall St. Rank hold SIZE as of Q3 2023.

VisionPoint Advisory Group reported no remaining iShares MSCI USA Size Factor ETF position as of Q3 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 24 iShares MSCI USA Size Factor ETF shares in Q3 2023, an estimated $2.95K.
VisionPoint Advisory Group first reported a position in iShares MSCI USA Size Factor ETF in Q2 2023 and held it in 1 quarter.
VisionPoint Advisory Group's iShares MSCI USA Size Factor ETF position peaked at $2.95K in Q2 2023.
65 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2023.

Based on VisionPoint Advisory Group's 13F filing for Q3 2023, filed 6 Dec 2023.