ML
MSML

McAdam LLC’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

McAdam LLC’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
2018
Q4 		– Sell
-420
Closed -$19K – 323
2018
Q3 		$19K Hold
420
– – 0.01% 263
2018
Q2 		$19K Hold
420
– – 0.01% 247
2018
Q1 		$18K Buy
+420
New +$18.3K 0.01% 254

Other funds holding MSML

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BAMG
Brand Asset Management Group Chesterfield, Missouri $452M AUM 25.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

McAdam LLC's MSML Position: Q4 2018 in Review

McAdam LLC sold out of iShares MSCI USA Small-Cap ETF (MSML) in Q4 2018, closing a stake of 420 shares — an estimated $19K sold.

McAdam LLC first reported a position in MSML in Q1 2018 and held it in 3 quarters. The position peaked at $19K in Q3 2018. 60 funds tracked by Wall St. Rank hold MSML as of Q4 2018.

  • McAdam LLC reported no remaining iShares MSCI USA Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 420 iShares MSCI USA Small-Cap ETF shares in Q4 2018, an estimated $19K.
  • McAdam LLC first reported a position in iShares MSCI USA Small-Cap ETF in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's iShares MSCI USA Small-Cap ETF position peaked at $19K in Q3 2018.
  • 60 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.