Global Wealth Strategies & Associates’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-500	Closed	-$32.5K	–	253
2026 Q1	$32.5K	Hold	500	–	–	0.01%	213
2025 Q4	$32.5K	Sell	500 -101	-17%	-$6.5K	0.01%	196
2025 Q3	$38.1K	Buy	601 +1	+0.2%	+$61	0.01%	170
2025 Q2	$35K	Hold	600	–	–	0.01%	131
2025 Q1	$32.5K	Buy	+600	New	+$35K	0.01%	149

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

Global Wealth Strategies & Associates's MSML Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares MSCI USA Small-Cap ETF (MSML) in Q2 2026, closing a stake of 500 shares — an estimated $32.5K sold.

Global Wealth Strategies & Associates first reported a position in MSML in Q1 2025 and held it in 5 quarters. The position peaked at $38.1K in Q3 2025. 88 funds tracked by Wall St. Rank hold MSML as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining iShares MSCI USA Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 500 iShares MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $32.5K.
Global Wealth Strategies & Associates first reported a position in iShares MSCI USA Small-Cap ETF in Q1 2025 and held it in 5 quarters.
Global Wealth Strategies & Associates's iShares MSCI USA Small-Cap ETF position peaked at $38.1K in Q3 2025.
88 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.