Farther Finance Advisors’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Farther Finance Advisors’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
2026 Q2	$117K	Hold	1,552	–	–	﹤0.01%	2605
2026 Q1	$102K	Hold	1,552	–	–	﹤0.01%	2497
2025 Q4	$101K	Hold	1,552	–	–	﹤0.01%	2341
2025 Q3	$98.4K	Hold	1,552	–	–	﹤0.01%	2045
2025 Q2	$90.4K	Hold	1,552	–	–	﹤0.01%	1810
2025 Q1	$84.4K	Hold	1,552	–	–	﹤0.01%	1629
2024 Q4	$91K	Hold	1,552	–	–	﹤0.01%	1343
2024 Q3	$91K	Hold	1,552	–	–	﹤0.01%	1345
2024 Q2	$83K	Hold	1,552	–	–	﹤0.01%	1209
2024 Q1	$86.3K	Hold	1,552	–	–	0.01%	990
2023 Q4	$83.2K	Hold	1,552	–	–	0.01%	850
2023 Q3	$73.1K	Hold	1,552	–	–	0.01%	665
2023 Q2	$77.2K	Hold	1,552	–	–	0.02%	543
2023 Q1	$73.6K	Hold	1,552	–	–	0.02%	495
2022 Q4	$70.8K	Buy	+1,552	New	+$71.7K	0.03%	408

Other funds holding MSML

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Farther Finance Advisors's MSML Position: Q2 2026 in Review

Farther Finance Advisors held its iShares MSCI USA Small-Cap ETF (MSML) position steady in Q2 2026 at 1,552 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #2605.

Farther Finance Advisors first reported a position in MSML in Q4 2022 and has held it in 15 quarters since. 88 funds tracked by Wall St. Rank hold MSML as of Q2 2026.

Farther Finance Advisors held 1,552 shares of iShares MSCI USA Small-Cap ETF worth $117K as of Q2 2026.
Farther Finance Advisors left its iShares MSCI USA Small-Cap ETF share count unchanged in Q2 2026.
iShares MSCI USA Small-Cap ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2605 holding.
Farther Finance Advisors first reported a position in iShares MSCI USA Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
88 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.