AIP
MLRG

Almanack Investment Partners’s iShares MSCI USA ETF MLRG Stock Holding History

Almanack Investment Partners’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
2021
Q3 		– Sell
-4,574
Closed -$278K – 527
2021
Q2 		$278K Buy
+4,574
New +$270K 0.03% 341

Other funds holding MLRG

EH
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Almanack Investment Partners's MLRG Position: Q3 2021 in Review

Almanack Investment Partners sold out of iShares MSCI USA ETF (MLRG) in Q3 2021, closing a stake of 4,574 shares — an estimated $278K sold.

Almanack Investment Partners first reported a position in MLRG in Q2 2021 and held it in 1 quarter. The position peaked at $278K in Q2 2021. 129 funds tracked by Wall St. Rank hold MLRG as of Q3 2021.

  • Almanack Investment Partners reported no remaining iShares MSCI USA ETF position as of Q3 2021 after selling out during the quarter.
  • Almanack Investment Partners sold 4,574 iShares MSCI USA ETF shares in Q3 2021, an estimated $278K.
  • Almanack Investment Partners first reported a position in iShares MSCI USA ETF in Q2 2021 and held it in 1 quarter.
  • Almanack Investment Partners's iShares MSCI USA ETF position peaked at $278K in Q2 2021.
  • 129 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q3 2021.

Based on Almanack Investment Partners's 13F filing for Q3 2021, filed 4 Nov 2021.