NewEdge Advisors’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

NewEdge Advisors’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	$42.4K	Buy	561 +1	+0.2%	+$71	﹤0.01%	3164
2026 Q1	$36.5K	Hold	560	–	–	﹤0.01%	3024
2025 Q4	$36.4K	Buy	560 +1	+0.2%	+$64	﹤0.01%	3049
2025 Q3	$35.5K	Hold	559	–	–	﹤0.01%	2933
2025 Q2	$32.5K	Buy	559 +1	+0.2%	+$55	﹤0.01%	2794
2025 Q1	$30.2K	Buy	558 +167	+43%	+$9.75K	﹤0.01%	2718
2024 Q4	$22.9K	Hold	391	–	–	﹤0.01%	2773
2024 Q3	$22.9K	Buy	+391	New	+$22K	﹤0.01%	2681

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

NewEdge Advisors's MSML Position: Q2 2026 in Review

NewEdge Advisors increased its iShares MSCI USA Small-Cap ETF (MSML) stake by 0.18% in Q2 2026, buying an estimated $71 and bringing the position to 561 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3164.

NewEdge Advisors first reported a position in MSML in Q3 2024 and has held it in 8 quarters since. 88 funds tracked by Wall St. Rank hold MSML as of Q2 2026.

NewEdge Advisors held 561 shares of iShares MSCI USA Small-Cap ETF worth $42.4K as of Q2 2026.
NewEdge Advisors bought 1 iShares MSCI USA Small-Cap ETF share in Q2 2026, an estimated $71.
iShares MSCI USA Small-Cap ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3164 holding.
NewEdge Advisors first reported a position in iShares MSCI USA Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
88 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.