Affiance Financial’s iShares MSCI USA ETF MLRG Stock Holding History

Affiance Financial’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
2020 Q1	–	Sell	-440	Closed	-$20K	–	141
2019 Q4	$20K	Buy	+440	New	+$19.3K	0.01%	128

Other funds holding MLRG

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Affiance Financial's MLRG Position: Q1 2020 in Review

Affiance Financial sold out of iShares MSCI USA ETF (MLRG) in Q1 2020, closing a stake of 440 shares — an estimated $20K sold.

Affiance Financial first reported a position in MLRG in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 110 funds tracked by Wall St. Rank hold MLRG as of Q1 2020.

Affiance Financial reported no remaining iShares MSCI USA ETF position as of Q1 2020 after selling out during the quarter.
Affiance Financial sold 440 iShares MSCI USA ETF shares in Q1 2020, an estimated $20K.
Affiance Financial first reported a position in iShares MSCI USA ETF in Q4 2019 and held it in 1 quarter.
Affiance Financial's iShares MSCI USA ETF position peaked at $20K in Q4 2019.
110 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2020.

Based on Affiance Financial's 13F filing for Q1 2020, filed 14 Apr 2020.