Advisory Services Network’s iShares MSCI USA ETF MLRG Stock Holding History

Advisory Services Network’s Portfolio MLRG Stock Details MLRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-990	Closed	-$89K	–	3385
2026 Q1	$89K	Buy	+990	New	+$93K	﹤0.01%	2278
2025 Q4	–	Sell	-1,036	Closed	-$95.7K	–	3017
2025 Q3	$95.7K	Buy	+1,036	New	+$92.1K	﹤0.01%	2103
2024 Q1	–	Sell	-1,180	Closed	-$77.6K	–	2521
2023 Q4	$77.6K	Buy	+1,180	New	+$72.5K	﹤0.01%	1780
2023 Q2	–	Sell	-1,180	Closed	-$66.6K	–	2497
2023 Q1	$66.6K	Hold	1,180	–	–	﹤0.01%	1865
2022 Q4	$62.1K	Buy	+1,180	New	+$62.5K	﹤0.01%	1868
2022 Q2	–	Sell	-3,198	Closed	-$201K	–	1435
2022 Q1	$201K	Buy	3,198 +10	+0.3%	+$619	0.01%	1339
2021 Q4	$212K	Sell	3,188 -2,700	-46%	-$175K	0.01%	1276
2021 Q3	$357K	Buy	+5,888	New	+$368K	0.01%	1013
2021 Q1	–	Sell	-52	Closed	-$3K	–	2109
2020 Q4	$3K	Hold	52	–	–	﹤0.01%	2886
2020 Q3	$3K	Buy	+52	New	+$2.48K	﹤0.01%	2957
2020 Q2	–	Sell	-52	Closed	-$2K	–	1862
2020 Q1	$2K	Hold	52	–	–	﹤0.01%	2745
2019 Q4	$2K	Buy	+52	New	+$2.28K	﹤0.01%	2844
2018 Q1	–	Sell	-1,672	Closed	-$66K	–	2652
2017 Q4	$66K	Buy	+1,672	New	+$65.1K	0.01%	1150

Other funds holding MLRG

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Advisory Services Network's MLRG Position: Q2 2026 in Review

Advisory Services Network sold out of iShares MSCI USA ETF (MLRG) in Q2 2026, closing a stake of 990 shares — an estimated $89K sold.

Advisory Services Network first reported a position in MLRG in Q4 2017 and held it in 13 quarters. The position peaked at $357K in Q3 2021. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

Advisory Services Network reported no remaining iShares MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 990 iShares MSCI USA ETF shares in Q2 2026, an estimated $89K.
Advisory Services Network first reported a position in iShares MSCI USA ETF in Q4 2017 and held it in 13 quarters.
Advisory Services Network's iShares MSCI USA ETF position peaked at $357K in Q3 2021.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.