Merit Financial Group’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Merit Financial 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
2026 Q2	$354K	Buy	4,692 +1,161	+33%	+$82.5K	﹤0.01%	1716
2026 Q1	$230K	Buy	3,531 +2	+0.1%	+$135	﹤0.01%	1832
2025 Q4	$229K	Buy	3,529 +4	+0.1%	+$257	﹤0.01%	1739
2025 Q3	$224K	Buy	3,525 +3	+0.1%	+$184	﹤0.01%	1606
2025 Q2	$205K	Buy	+3,522	New	+$192K	﹤0.01%	1543
2025 Q1	–	Sell	-3,517	Closed	-$206K	–	1423
2024 Q4	$206K	Sell	3,517 -256	-7%	-$15.5K	﹤0.01%	1086
2024 Q3	$221K	Buy	3,773 +15	+0.4%	+$846	0.01%	763
2024 Q2	$202K	Buy	3,758 +3	+0.1%	+$162	﹤0.01%	861
2024 Q1	$202K	Buy	3,755 +3	+0.1%	+$160	﹤0.01%	815
2023 Q4	$201K	Buy	+3,752	New	+$180K	0.01%	731

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

Merit Financial Group's MSML Position: Q2 2026 in Review

Merit Financial Group increased its iShares MSCI USA Small-Cap ETF (MSML) stake by 33% in Q2 2026, buying an estimated $82.5K and bringing the position to 4,692 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Merit Financial Group first reported a position in MSML in Q4 2023 and has held it in 10 quarters since. 88 funds tracked by Wall St. Rank hold MSML as of Q2 2026.

Merit Financial Group held 4,692 shares of iShares MSCI USA Small-Cap ETF worth $354K as of Q2 2026.
Merit Financial Group bought 1,161 iShares MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $82.5K.
iShares MSCI USA Small-Cap ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1716 holding.
Merit Financial Group first reported a position in iShares MSCI USA Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
88 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.