Wealth Enhancement Advisory Services’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Wealth Enhancement Advisory Services’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 Q2	$264K	Buy	3,541 +3	+0.1%	+$213	﹤0.01%	3326
2026 Q1	$233K	Buy	3,538 +327	+10%	+$22.1K	﹤0.01%	3011
2025 Q4	$217K	Buy	3,211 +1	+0%	+$64	﹤0.01%	3207
2025 Q3	$205K	Buy	+3,210	New	+$197K	﹤0.01%	3125
2025 Q1	–	Sell	-3,700	Closed	-$217K	–	3060
2024 Q4	$217K	Buy	+3,700	New	+$224K	﹤0.01%	2634

Other funds holding MSML

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services's MSML Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares MSCI USA Small-Cap ETF (MSML) stake by 0.08% in Q2 2026, buying an estimated $213 and bringing the position to 3,541 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #3326.

Wealth Enhancement Advisory Services first reported a position in MSML in Q4 2024 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold MSML as of Q2 2026.

Wealth Enhancement Advisory Services held 3,541 shares of iShares MSCI USA Small-Cap ETF worth $264K as of Q2 2026.
Wealth Enhancement Advisory Services bought 3 iShares MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $213.
iShares MSCI USA Small-Cap ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3326 holding.
Wealth Enhancement Advisory Services first reported a position in iShares MSCI USA Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
88 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.