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

Parisi Gray 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
2019 Q2	–	Sell	-1,784	Closed	-$76K	–	268
2019 Q1	$76K	Hold	1,784	–	–	0.05%	162
2018 Q4	$65K	Buy	+1,784	New	+$72.9K	0.04%	170

Other funds holding MSML

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BAMG

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

Parisi Gray Wealth Management's MSML Position: Q2 2019 in Review

Parisi Gray Wealth Management sold out of iShares MSCI USA Small-Cap ETF (MSML) in Q2 2019, closing a stake of 1,784 shares — an estimated $76K sold.

Parisi Gray Wealth Management first reported a position in MSML in Q4 2018 and held it in 2 quarters. The position peaked at $76K in Q1 2019. 60 funds tracked by Wall St. Rank hold MSML as of Q2 2019.

Parisi Gray Wealth Management reported no remaining iShares MSCI USA Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
Parisi Gray Wealth Management sold 1,784 iShares MSCI USA Small-Cap ETF shares in Q2 2019, an estimated $76K.
Parisi Gray Wealth Management first reported a position in iShares MSCI USA Small-Cap ETF in Q4 2018 and held it in 2 quarters.
Parisi Gray Wealth Management's iShares MSCI USA Small-Cap ETF position peaked at $76K in Q1 2019.
60 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q2 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.