Phillip James Consulting’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Phillip James Consulting’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 Q3	$373K	Buy	+5,240	New	+$391K	0.25%	55

Other funds holding MSML

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.49B AUM 21.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Phillip James Consulting's MSML Position: Q3 2026 in Review

Phillip James Consulting opened a new position in iShares MSCI USA Small-Cap ETF (MSML) in Q3 2026: 5,240 shares worth $373K. The stake represents 0.25% of the portfolio and ranks #55 among its holdings.

76 funds tracked by Wall St. Rank hold MSML as of Q3 2026.

Phillip James Consulting held 5,240 shares of iShares MSCI USA Small-Cap ETF worth $373K as of Q3 2026.
iShares MSCI USA Small-Cap ETF was a new Phillip James Consulting position in Q3 2026.
iShares MSCI USA Small-Cap ETF made up 0.25% of Phillip James Consulting's portfolio in Q3 2026, its #55 holding.
76 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.