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

WealthShield 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
2024
Q1 		– Sell
-1
Closed -$132 – 509
2023
Q4 		$132 Hold
1
– – ﹤0.01% 474
2023
Q3 		$118 Sell
1
-5,129
-100% -$632K ﹤0.01% 476
2023
Q2 		$630K Buy
5,130
+2,897
+130% +$340K 0.09% 191
2023
Q1 		$263K Buy
2,233
+26
+1% +$3.09K 0.04% 265
2022
Q4 		$251K Buy
+2,207
New +$250K 0.05% 259
2021
Q3 		– Sell
-423
Closed -$55K – 650
2021
Q2 		$55K Hold
423
– – 0.01% 460
2021
Q1 		$51K Buy
+423
New +$49.3K 0.01% 458
2020
Q4 		– Sell
-859
Closed -$81K – 391
2020
Q3 		$81K Sell
859
-284
-25% -$26.4K 0.03% 281
2020
Q2 		$100K Sell
1,143
-9,603
-89% -$791K 0.05% 227
2020
Q1 		$767K Sell
10,746
-3,504
-25% -$315K 0.47% 48
2019
Q4 		$1.39M Buy
+14,250
New +$1.33M 0.68% 31

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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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthShield Partners's SIZE Position: Q1 2024 in Review

WealthShield Partners sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2024, closing a stake of 1 share — an estimated $132 sold.

WealthShield Partners first reported a position in SIZE in Q4 2019 and held it in 11 quarters. The position peaked at $1.39M in Q4 2019. 62 funds tracked by Wall St. Rank hold SIZE as of Q1 2024.

  • WealthShield Partners reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2024 after selling out during the quarter.
  • WealthShield Partners sold 1 iShares MSCI USA Size Factor ETF share in Q1 2024, an estimated $132.
  • WealthShield Partners first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and held it in 11 quarters.
  • WealthShield Partners's iShares MSCI USA Size Factor ETF position peaked at $1.39M in Q4 2019.
  • 62 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2024.

Based on WealthShield Partners's 13F filing for Q1 2024, filed 29 Apr 2024.