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

Allworth 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
2026 Q2	$178K	Buy	1,717 +12	+0.7%	+$1.2K	﹤0.01%	1555
2026 Q1	$153K	Buy	1,705 +4	+0.2%	+$376	﹤0.01%	1569
2025 Q4	$161K	Buy	1,701 +5	+0.3%	+$468	﹤0.01%	1464
2025 Q3	$157K	Buy	1,696 +270	+19%	+$24K	﹤0.01%	1430
2025 Q2	$122K	Buy	+1,426	New	+$113K	﹤0.01%	1428
2020 Q2	–	Sell	-644	Closed	-$24K	–	1273
2020 Q1	$24K	Hold	644	–	–	﹤0.01%	530
2019 Q4	$30K	Hold	644	–	–	﹤0.01%	447
2019 Q3	$27K	Hold	644	–	–	﹤0.01%	411
2019 Q2	$27K	Hold	644	–	–	﹤0.01%	407
2019 Q1	$26K	Buy	+644	New	+$24.7K	﹤0.01%	415

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

Allworth Financial's MLRG Position: Q2 2026 in Review

Allworth Financial increased its iShares MSCI USA ETF (MLRG) stake by 0.7% in Q2 2026, buying an estimated $1.2K and bringing the position to 1,717 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Allworth Financial first reported a position in MLRG in Q1 2019 and has held it in 10 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

Allworth Financial held 1,717 shares of iShares MSCI USA ETF worth $178K as of Q2 2026.
Allworth Financial bought 12 iShares MSCI USA ETF shares in Q2 2026, an estimated $1.2K.
iShares MSCI USA ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1555 holding.
Allworth Financial first reported a position in iShares MSCI USA ETF in Q1 2019 and has held it in 10 quarters since.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.