AlphaCore Capital’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

AlphaCore Capital’s Portfolio MSML Stock Details MSML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$60.9K	Buy	+856	New	+$63.9K	﹤0.01%	1472

Other funds holding MSML

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Richwood Investment Advisors Cincinnati, Ohio $142M AUM 19.66% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

AlphaCore Capital's MSML Position: Q3 2026 in Review

AlphaCore Capital opened a new position in iShares MSCI USA Small-Cap ETF (MSML) in Q3 2026: 856 shares worth $60.9K. The stake represents ﹤0.01% of the portfolio and ranks #1472 among its holdings.

47 funds tracked by Wall St. Rank hold MSML as of Q3 2026.

AlphaCore Capital held 856 shares of iShares MSCI USA Small-Cap ETF worth $60.9K as of Q3 2026.
iShares MSCI USA Small-Cap ETF was a new AlphaCore Capital position in Q3 2026.
iShares MSCI USA Small-Cap ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1472 holding.
47 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.