Security National Bank’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Security National Bank’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
2024 Q2	–	Sell	-125	Closed	-$7.03K	–	291
2024 Q1	$7.03K	Hold	125	–	–	﹤0.01%	260
2023 Q4	$6.7K	Buy	+125	New	+$5.98K	﹤0.01%	268

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

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

MWM

Mittelman Wealth Management Andover, Massachusetts $151M AUM 15.33% 1-Year Est. Return

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

AWM

Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return

Security National Bank's MSML Position: Q2 2024 in Review

Security National Bank sold out of iShares MSCI USA Small-Cap ETF (MSML) in Q2 2024, closing a stake of 125 shares — an estimated $7.03K sold.

Security National Bank first reported a position in MSML in Q4 2023 and held it in 2 quarters. The position peaked at $7.03K in Q1 2024. 79 funds tracked by Wall St. Rank hold MSML as of Q2 2024.

Security National Bank reported no remaining iShares MSCI USA Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
Security National Bank sold 125 iShares MSCI USA Small-Cap ETF shares in Q2 2024, an estimated $7.03K.
Security National Bank first reported a position in iShares MSCI USA Small-Cap ETF in Q4 2023 and held it in 2 quarters.
Security National Bank's iShares MSCI USA Small-Cap ETF position peaked at $7.03K in Q1 2024.
79 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q2 2024.

Based on Security National Bank's 13F filing for Q2 2024, filed 22 Jul 2024.