WAP
MSML

Wealthcare Advisory Partners’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Wealthcare Advisory Partners’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
2020
Q2 		– Sell
-180
Closed -$6K – 855
2020
Q1 		$6K Buy
+180
New +$7.56K ﹤0.01% 1054

Other funds holding MSML

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $388M AUM 20.98% 1-Year Est. Return

Wealthcare Advisory Partners's MSML Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of iShares MSCI USA Small-Cap ETF (MSML) in Q2 2020, closing a stake of 180 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in MSML in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 49 funds tracked by Wall St. Rank hold MSML as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining iShares MSCI USA Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 180 iShares MSCI USA Small-Cap ETF shares in Q2 2020, an estimated $6K.
  • Wealthcare Advisory Partners first reported a position in iShares MSCI USA Small-Cap ETF in Q1 2020 and held it in 1 quarter.
  • Wealthcare Advisory Partners's iShares MSCI USA Small-Cap ETF position peaked at $6K in Q1 2020.
  • 49 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.