OIA
MSML

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

OneDigital Investment 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
2017
Q3 		– Sell
-452
Closed -$18K – 1098
2017
Q2 		$18K Buy
+452
New +$18.1K 0.01% 785

Other funds holding MSML

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OneDigital Investment Advisors's MSML Position: Q3 2017 in Review

OneDigital Investment Advisors sold out of iShares MSCI USA Small-Cap ETF (MSML) in Q3 2017, closing a stake of 452 shares — an estimated $18K sold.

OneDigital Investment Advisors first reported a position in MSML in Q2 2017 and held it in 1 quarter. The position peaked at $18K in Q2 2017. 46 funds tracked by Wall St. Rank hold MSML as of Q3 2017.

  • OneDigital Investment Advisors reported no remaining iShares MSCI USA Small-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • OneDigital Investment Advisors sold 452 iShares MSCI USA Small-Cap ETF shares in Q3 2017, an estimated $18K.
  • OneDigital Investment Advisors first reported a position in iShares MSCI USA Small-Cap ETF in Q2 2017 and held it in 1 quarter.
  • OneDigital Investment Advisors's iShares MSCI USA Small-Cap ETF position peaked at $18K in Q2 2017.
  • 46 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q3 2017.

Based on OneDigital Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.