WIM
MSML

Westside Investment Management’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Westside Investment Management’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
2023
Q4 		– Sell
-160
Closed -$7.53K – 880
2023
Q3 		$7.53K Hold
160
– – ﹤0.01% 635
2023
Q2 		$7.96K Hold
160
– – ﹤0.01% 634
2023
Q1 		$7.58K Buy
+160
New +$7.77K ﹤0.01% 636

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Westside Investment Management's MSML Position: Q4 2023 in Review

Westside Investment Management sold out of iShares MSCI USA Small-Cap ETF (MSML) in Q4 2023, closing a stake of 160 shares — an estimated $7.53K sold.

Westside Investment Management first reported a position in MSML in Q1 2023 and held it in 3 quarters. The position peaked at $7.96K in Q2 2023. 74 funds tracked by Wall St. Rank hold MSML as of Q4 2023.

  • Westside Investment Management reported no remaining iShares MSCI USA Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Westside Investment Management sold 160 iShares MSCI USA Small-Cap ETF shares in Q4 2023, an estimated $7.53K.
  • Westside Investment Management first reported a position in iShares MSCI USA Small-Cap ETF in Q1 2023 and held it in 3 quarters.
  • Westside Investment Management's iShares MSCI USA Small-Cap ETF position peaked at $7.96K in Q2 2023.
  • 74 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q4 2023.

Based on Westside Investment Management's 13F filing for Q4 2023, filed 12 Jan 2024.