MWM
MSML

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

Mittelman 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
2024
Q3 		– Sell
-45,389
Closed -$2.45M – 50
2024
Q2 		$2.45M Sell
45,389
-56
-0.1% -$3.02K 1.58% 14
2024
Q1 		$2.55M Buy
+45,445
New +$2.42M 1.73% 13

Other funds holding MSML

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return

Mittelman Wealth Management's MSML Position: Q3 2024 in Review

Mittelman Wealth Management sold out of iShares MSCI USA Small-Cap ETF (MSML) in Q3 2024, closing a stake of 45,389 shares — an estimated $2.45M sold.

Mittelman Wealth Management first reported a position in MSML in Q1 2024 and held it in 2 quarters. The position peaked at $2.55M in Q1 2024. 81 funds tracked by Wall St. Rank hold MSML as of Q3 2024.

  • Mittelman Wealth Management reported no remaining iShares MSCI USA Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 45,389 iShares MSCI USA Small-Cap ETF shares in Q3 2024, an estimated $2.45M.
  • Mittelman Wealth Management first reported a position in iShares MSCI USA Small-Cap ETF in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's iShares MSCI USA Small-Cap ETF position peaked at $2.55M in Q1 2024.
  • 81 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.