Certified Advisory Corp’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Certified Advisory Corp’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
2020 Q2	$365K	Buy	9,636 +9,524	+8,504%	+$338K	0.12%	144
2020 Q1	$4K	Hold	112	–	–	﹤0.01%	638
2019 Q4	$5K	Sell	112 -164	-59%	-$7.46K	﹤0.01%	659
2019 Q3	$12K	Hold	276	–	–	﹤0.01%	562
2019 Q2	$12K	Hold	276	–	–	﹤0.01%	561
2019 Q1	$12K	Hold	276	–	–	0.01%	528
2018 Q4	$10K	Hold	276	–	–	0.01%	537
2018 Q3	$12K	Hold	276	–	–	0.01%	543
2018 Q2	$12K	Hold	276	–	–	0.01%	518
2018 Q1	$11K	Hold	276	–	–	0.01%	495
2017 Q4	$12K	Buy	+276	New	+$11.7K	0.01%	446

Other funds holding MSML

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $388M AUM 20.98% 1-Year Est. Return

Certified Advisory Corp's MSML Position: Q2 2020 in Review

Certified Advisory Corp increased its iShares MSCI USA Small-Cap ETF (MSML) stake by 8,504% in Q2 2020, buying an estimated $338K and bringing the position to 9,636 shares worth $365K. The position accounts for 0.12% of the portfolio, ranked #144.

Certified Advisory Corp first reported a position in MSML in Q4 2017 and has held it in 11 quarters since. 49 funds tracked by Wall St. Rank hold MSML as of Q2 2020.

Certified Advisory Corp held 9,636 shares of iShares MSCI USA Small-Cap ETF worth $365K as of Q2 2020.
Certified Advisory Corp bought 9,524 iShares MSCI USA Small-Cap ETF shares in Q2 2020, an estimated $338K.
iShares MSCI USA Small-Cap ETF made up 0.12% of Certified Advisory Corp's portfolio in Q2 2020, its #144 holding.
Certified Advisory Corp first reported a position in iShares MSCI USA Small-Cap ETF in Q4 2017 and has held it in 11 quarters since.
49 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.