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Wealthcare Advisory Partners’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Wealthcare Advisory Partners’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
2018
Q2 		– Sell
-600
Closed -$50K – 1306
2018
Q1 		$50K Buy
+600
New +$50.8K 0.01% 396

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Wealthcare Advisory Partners's SIZE Position: Q2 2018 in Review

Wealthcare Advisory Partners sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2018, closing a stake of 600 shares — an estimated $50K sold.

Wealthcare Advisory Partners first reported a position in SIZE in Q1 2018 and held it in 1 quarter. The position peaked at $50K in Q1 2018. 24 funds tracked by Wall St. Rank hold SIZE as of Q2 2018.

  • Wealthcare Advisory Partners reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 600 iShares MSCI USA Size Factor ETF shares in Q2 2018, an estimated $50K.
  • Wealthcare Advisory Partners first reported a position in iShares MSCI USA Size Factor ETF in Q1 2018 and held it in 1 quarter.
  • Wealthcare Advisory Partners's iShares MSCI USA Size Factor ETF position peaked at $50K in Q1 2018.
  • 24 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2018, filed 14 Aug 2018.