IAG
MSML

Ipsen Advisor Group’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Ipsen Advisor Group’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
Q4 		$394K Buy
+8,648
New +$399K 0.45% 58

Other funds holding MSML

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ipsen Advisor Group's MSML Position: Q4 2022 in Review

Ipsen Advisor Group opened a new position in iShares MSCI USA Small-Cap ETF (MSML) in Q4 2022: 8,648 shares worth $394K. The stake represents 0.45% of the portfolio and ranks #58 among its holdings.

64 funds tracked by Wall St. Rank hold MSML as of Q4 2022.

  • Ipsen Advisor Group held 8,648 shares of iShares MSCI USA Small-Cap ETF worth $394K as of Q4 2022.
  • iShares MSCI USA Small-Cap ETF was a new Ipsen Advisor Group position in Q4 2022.
  • iShares MSCI USA Small-Cap ETF made up 0.45% of Ipsen Advisor Group's portfolio in Q4 2022, its #58 holding.
  • 64 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q4 2022.

Based on Ipsen Advisor Group's 13F filing for Q4 2022, filed 10 Feb 2023.