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Ishares Msci Usa Size Factor shares owned by Alan Leist III

Quarter-by-quarter ownership of Ishares Msci Usa Size Factor (SIZE) shares owned by Alan Leist III from 13F filings

Historical chart of Alan Leist III investment in Ishares Msci Usa Size Factor

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All positions including Ishares Msci Usa Size Factor held by Alan Leist III consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Msci Usa Size Factor by Alan Leist III

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 102k 160.78
2025-06-30 $16M 104k 154.54

More positions owned by Alan Leist III

Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Emng Mkts Eqt (EMGF)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Wellington Us Momentum (VFMO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Internatnal Val (DFIV)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Msci Equal Weite (EUSA)

View all positions for Alan Leist III

Top funds holding Ishares Msci Usa Size Factor

BlackRock
James Reed Financial Services
Trinity Wealth Management
Lido Advisors
Alan Leist III
Envestnet Asset Management
Ameriprise Financial
Goldman Sachs Group
LPL Financial
Pnc Financial Services
Advisor Group Holdings
Morgan Stanley
Jones Financial Companies, L.L
Susquehanna International
Jpmorgan Chase & Co

View all funds holding Ishares Msci Usa Size Factor