Ogorek Anthony Joseph’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Ogorek Anthony Joseph’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
2020 Q4	–	Sell	-152	Closed	-$5K	–	195
2020 Q3	$5K	Hold	152	–	–	﹤0.01%	150
2020 Q2	$5K	Hold	152	–	–	﹤0.01%	159
2020 Q1	$4K	Hold	152	–	–	﹤0.01%	167
2019 Q4	$7K	Hold	152	–	–	﹤0.01%	160
2019 Q3	$6K	Hold	152	–	–	﹤0.01%	132
2019 Q2	$6K	Hold	152	–	–	﹤0.01%	129
2019 Q1	$6K	Hold	152	–	–	﹤0.01%	122
2018 Q4	$5K	Hold	152	–	–	﹤0.01%	124
2018 Q3	$6K	Hold	152	–	–	﹤0.01%	124
2018 Q2	$6K	Buy	+152	New	+$6.7K	﹤0.01%	102

Other funds holding MSML

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BAMG

Brand Asset Management Group Chesterfield, Missouri $452M AUM 25.97% 1-Year Est. Return

Ogorek Anthony Joseph's MSML Position: Q4 2020 in Review

Ogorek Anthony Joseph sold out of iShares MSCI USA Small-Cap ETF (MSML) in Q4 2020, closing a stake of 152 shares — an estimated $5K sold.

Ogorek Anthony Joseph first reported a position in MSML in Q2 2018 and held it in 10 quarters. The position peaked at $7K in Q4 2019. 55 funds tracked by Wall St. Rank hold MSML as of Q4 2020.

Ogorek Anthony Joseph reported no remaining iShares MSCI USA Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
Ogorek Anthony Joseph sold 152 iShares MSCI USA Small-Cap ETF shares in Q4 2020, an estimated $5K.
Ogorek Anthony Joseph first reported a position in iShares MSCI USA Small-Cap ETF in Q2 2018 and held it in 10 quarters.
Ogorek Anthony Joseph's iShares MSCI USA Small-Cap ETF position peaked at $7K in Q4 2019.
55 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q4 2020.

Based on Ogorek Anthony Joseph's 13F filing for Q4 2020, filed 20 Jan 2021.