S
MSML

Surevest’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Surevest’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
2022
Q3 		$1.08M Buy
25,216
+1,940
+8% +$92.1K 0.29% 85
2022
Q2 		$1.03M Buy
23,276
+500
+2% +$24.2K 0.27% 88
2022
Q1 		$1.22M Buy
22,776
+21,514
+1,705% +$1.14M 0.29% 84
2021
Q4 		$72K Buy
+1,262
New +$73K 0.02% 165

Other funds holding MSML

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Surevest's MSML Position: Q3 2022 in Review

Surevest increased its iShares MSCI USA Small-Cap ETF (MSML) stake by 8.3% in Q3 2022, buying an estimated $92.1K and bringing the position to 25,216 shares worth $1.08M. The position accounts for 0.29% of the portfolio, ranked #85.

Surevest first reported a position in MSML in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.22M in Q1 2022. 62 funds tracked by Wall St. Rank hold MSML as of Q3 2022.

  • Surevest held 25,216 shares of iShares MSCI USA Small-Cap ETF worth $1.08M as of Q3 2022.
  • Surevest bought 1,940 iShares MSCI USA Small-Cap ETF shares in Q3 2022, an estimated $92.1K.
  • iShares MSCI USA Small-Cap ETF made up 0.29% of Surevest's portfolio in Q3 2022, its #85 holding.
  • Surevest first reported a position in iShares MSCI USA Small-Cap ETF in Q4 2021 and has held it in 4 quarters since.
  • Surevest's iShares MSCI USA Small-Cap ETF position peaked at $1.22M in Q1 2022.
  • 62 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.