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Walkner Condon Financial Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Walkner Condon Financial 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
2021
Q2 		– Sell
-4,451
Closed -$227K – 181
2021
Q1 		$227K Buy
+4,451
New +$519K 0.09% 156

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Walkner Condon Financial Advisors's SIZE Position: Q2 2021 in Review

Walkner Condon Financial Advisors sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2021, closing a stake of 4,451 shares — an estimated $227K sold.

Walkner Condon Financial Advisors first reported a position in SIZE in Q1 2021 and held it in 1 quarter. The position peaked at $227K in Q1 2021. 78 funds tracked by Wall St. Rank hold SIZE as of Q2 2021.

  • Walkner Condon Financial Advisors reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 4,451 iShares MSCI USA Size Factor ETF shares in Q2 2021, an estimated $227K.
  • Walkner Condon Financial Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q1 2021 and held it in 1 quarter.
  • Walkner Condon Financial Advisors's iShares MSCI USA Size Factor ETF position peaked at $227K in Q1 2021.
  • 78 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2021.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.