IDA
MSML

Intelligence Driven Advisers’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Intelligence Driven Advisers’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
2019
Q2 		– Sell
-11,036
Closed -$467K – 108
2019
Q1 		$467K Sell
11,036
-84
-0.8% -$3.48K 0.26% 52
2018
Q4 		$411K Buy
+11,120
New +$455K 0.26% 62

Other funds holding MSML

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BAMG
Brand Asset Management Group Chesterfield, Missouri $452M AUM 25.97% 1-Year Est. Return

Intelligence Driven Advisers's MSML Position: Q2 2019 in Review

Intelligence Driven Advisers sold out of iShares MSCI USA Small-Cap ETF (MSML) in Q2 2019, closing a stake of 11,036 shares — an estimated $467K sold.

Intelligence Driven Advisers first reported a position in MSML in Q4 2018 and held it in 2 quarters. The position peaked at $467K in Q1 2019. 60 funds tracked by Wall St. Rank hold MSML as of Q2 2019.

  • Intelligence Driven Advisers reported no remaining iShares MSCI USA Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Intelligence Driven Advisers sold 11,036 iShares MSCI USA Small-Cap ETF shares in Q2 2019, an estimated $467K.
  • Intelligence Driven Advisers first reported a position in iShares MSCI USA Small-Cap ETF in Q4 2018 and held it in 2 quarters.
  • Intelligence Driven Advisers's iShares MSCI USA Small-Cap ETF position peaked at $467K in Q1 2019.
  • 60 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q2 2019.

Based on Intelligence Driven Advisers's 13F filing for Q2 2019, filed 4 Sep 2020.