Buckingham Strategic Wealth’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Buckingham Strategic Wealth’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
2021 Q1	–	Sell	-4,056	Closed	-$200K	–	560
2020 Q4	$200K	Buy	+4,056	New	+$182K	0.01%	510
2019 Q4	–	Sell	-5,096	Closed	-$223K	–	471
2019 Q3	$223K	Hold	5,096	–	–	0.02%	382
2019 Q2	$222K	Sell	5,096 -656	-11%	-$28.1K	0.02%	398
2019 Q1	$243K	Buy	+5,752	New	+$238K	0.03%	349

Other funds holding MSML

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Buckingham Strategic Wealth's MSML Position: Q1 2021 in Review

Buckingham Strategic Wealth sold out of iShares MSCI USA Small-Cap ETF (MSML) in Q1 2021, closing a stake of 4,056 shares — an estimated $200K sold.

Buckingham Strategic Wealth first reported a position in MSML in Q1 2019 and held it in 4 quarters. The position peaked at $243K in Q1 2019. 53 funds tracked by Wall St. Rank hold MSML as of Q1 2021.

Buckingham Strategic Wealth reported no remaining iShares MSCI USA Small-Cap ETF position as of Q1 2021 after selling out during the quarter.
Buckingham Strategic Wealth sold 4,056 iShares MSCI USA Small-Cap ETF shares in Q1 2021, an estimated $200K.
Buckingham Strategic Wealth first reported a position in iShares MSCI USA Small-Cap ETF in Q1 2019 and held it in 4 quarters.
Buckingham Strategic Wealth's iShares MSCI USA Small-Cap ETF position peaked at $243K in Q1 2019.
53 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q1 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2021, filed 30 Apr 2021.