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Beaird Harris Wealth Management’s McElhenny Sheffield Managed Risk ETF MSMR Stock Holding History

Beaird Harris Wealth Management’s Portfolio MSMR Stock Details MSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-460
Closed -$13.7K – 526
2024
Q3 		$13.7K Buy
+460
New +$13.3K ﹤0.01% 316

Other funds holding MSMR

MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Beaird Harris Wealth Management's MSMR Position: Q4 2024 in Review

Beaird Harris Wealth Management sold out of McElhenny Sheffield Managed Risk ETF (MSMR) in Q4 2024, closing a stake of 460 shares — an estimated $13.7K sold.

Beaird Harris Wealth Management first reported a position in MSMR in Q3 2024 and held it in 1 quarter. The position peaked at $13.7K in Q3 2024. 10 funds tracked by Wall St. Rank hold MSMR as of Q4 2024.

  • Beaird Harris Wealth Management reported no remaining McElhenny Sheffield Managed Risk ETF position as of Q4 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 460 McElhenny Sheffield Managed Risk ETF shares in Q4 2024, an estimated $13.7K.
  • Beaird Harris Wealth Management first reported a position in McElhenny Sheffield Managed Risk ETF in Q3 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's McElhenny Sheffield Managed Risk ETF position peaked at $13.7K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held McElhenny Sheffield Managed Risk ETF as of Q4 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.