Creative Financial Designs’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Creative Financial Designs’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
2024 Q1	–	Sell	-230	Closed	-$12.3K	–	1697
2023 Q4	$12.3K	Buy	+230	New	+$11K	﹤0.01%	1028

Other funds holding MSML

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

AAS

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

MWM

Mittelman Wealth Management Andover, Massachusetts $151M AUM 15.33% 1-Year Est. Return

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

AWM

Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return

Creative Financial Designs's MSML Position: Q1 2024 in Review

Creative Financial Designs sold out of iShares MSCI USA Small-Cap ETF (MSML) in Q1 2024, closing a stake of 230 shares — an estimated $12.3K sold.

Creative Financial Designs first reported a position in MSML in Q4 2023 and held it in 1 quarter. The position peaked at $12.3K in Q4 2023. 84 funds tracked by Wall St. Rank hold MSML as of Q1 2024.

Creative Financial Designs reported no remaining iShares MSCI USA Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Creative Financial Designs sold 230 iShares MSCI USA Small-Cap ETF shares in Q1 2024, an estimated $12.3K.
Creative Financial Designs first reported a position in iShares MSCI USA Small-Cap ETF in Q4 2023 and held it in 1 quarter.
Creative Financial Designs's iShares MSCI USA Small-Cap ETF position peaked at $12.3K in Q4 2023.
84 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q1 2024.

Based on Creative Financial Designs's 13F filing for Q1 2024, filed 1 May 2024.