UFA
MSML

US Financial Advisors’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

US Financial 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
2016
Q2 		– Sell
-1,204
Closed -$40K – 200
2016
Q1 		$40K Sell
1,204
-140
-10% -$4.31K 0.07% 98
2015
Q4 		$43K Hold
1,344
– – 0.04% 155
2015
Q3 		$43K Buy
+1,344
New +$45.7K 0.07% 120

Other funds holding MSML

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Financial Advisors's MSML Position: Q2 2016 in Review

US Financial Advisors sold out of iShares MSCI USA Small-Cap ETF (MSML) in Q2 2016, closing a stake of 1,204 shares — an estimated $40K sold.

US Financial Advisors first reported a position in MSML in Q3 2015 and held it in 3 quarters. The position peaked at $43K in Q4 2015. 43 funds tracked by Wall St. Rank hold MSML as of Q2 2016.

  • US Financial Advisors reported no remaining iShares MSCI USA Small-Cap ETF position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 1,204 iShares MSCI USA Small-Cap ETF shares in Q2 2016, an estimated $40K.
  • US Financial Advisors first reported a position in iShares MSCI USA Small-Cap ETF in Q3 2015 and held it in 3 quarters.
  • US Financial Advisors's iShares MSCI USA Small-Cap ETF position peaked at $43K in Q4 2015.
  • 43 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.