RWA
MSML

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

River Wealth 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
2019
Q1 		– Sell
-320
Closed -$12K – 317
2018
Q4 		$12K Hold
320
– – 0.01% 397
2018
Q3 		$14K Hold
320
– – 0.01% 417
2018
Q2 		$14K Buy
+320
New +$14.1K 0.01% 409

Other funds holding MSML

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

River Wealth Advisors's MSML Position: Q1 2019 in Review

River Wealth Advisors sold out of iShares MSCI USA Small-Cap ETF (MSML) in Q1 2019, closing a stake of 320 shares — an estimated $12K sold.

River Wealth Advisors first reported a position in MSML in Q2 2018 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 61 funds tracked by Wall St. Rank hold MSML as of Q1 2019.

  • River Wealth Advisors reported no remaining iShares MSCI USA Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 320 iShares MSCI USA Small-Cap ETF shares in Q1 2019, an estimated $12K.
  • River Wealth Advisors first reported a position in iShares MSCI USA Small-Cap ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's iShares MSCI USA Small-Cap ETF position peaked at $14K in Q3 2018.
  • 61 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.