CA
MSML

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

Cornerstone Advisory’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
2022
Q1 		– Sell
-1,944
Closed -$111K – 481
2021
Q4 		$111K Buy
+1,944
New +$113K 0.02% 322

Other funds holding MSML

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAMG
Brand Asset Management Group Chesterfield, Missouri $452M AUM 25.97% 1-Year Est. Return

Cornerstone Advisory's MSML Position: Q1 2022 in Review

Cornerstone Advisory sold out of iShares MSCI USA Small-Cap ETF (MSML) in Q1 2022, closing a stake of 1,944 shares — an estimated $111K sold.

Cornerstone Advisory first reported a position in MSML in Q4 2021 and held it in 1 quarter. The position peaked at $111K in Q4 2021. 66 funds tracked by Wall St. Rank hold MSML as of Q1 2022.

  • Cornerstone Advisory reported no remaining iShares MSCI USA Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 1,944 iShares MSCI USA Small-Cap ETF shares in Q1 2022, an estimated $111K.
  • Cornerstone Advisory first reported a position in iShares MSCI USA Small-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's iShares MSCI USA Small-Cap ETF position peaked at $111K in Q4 2021.
  • 66 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.