Litman Gregory Wealth Management’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Litman Gregory Wealth Management’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
2025 Q4	$146K	Buy	+2,239	New	+$144K	0.01%	161
2024 Q2	–	Sell	-3,900	Closed	-$219K	–	137
2024 Q1	$219K	Buy	+3,900	New	+$208K	0.02%	125

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Litman Gregory Wealth Management's MSML Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in iShares MSCI USA Small-Cap ETF (MSML) in Q4 2025: 2,239 shares worth $146K. The stake represents 0.01% of the portfolio and ranks #161 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in MSML as recently as Q1 2024.

Litman Gregory Wealth Management first reported a position in MSML in Q1 2024 and has held it in 2 quarters since. The position peaked at $219K in Q1 2024. 86 funds tracked by Wall St. Rank hold MSML as of Q4 2025.

Litman Gregory Wealth Management held 2,239 shares of iShares MSCI USA Small-Cap ETF worth $146K as of Q4 2025.
iShares MSCI USA Small-Cap ETF was a new Litman Gregory Wealth Management position in Q4 2025.
iShares MSCI USA Small-Cap ETF made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #161 holding.
Litman Gregory Wealth Management first reported a position in iShares MSCI USA Small-Cap ETF in Q1 2024 and has held it in 2 quarters since.
Litman Gregory Wealth Management's iShares MSCI USA Small-Cap ETF position peaked at $219K in Q1 2024.
86 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.