ACA
MLRG

Aptus Capital Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

Aptus Capital Advisors’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 		$38.9K Buy
375
+1
+0.3% +$100 ﹤0.01% 1417
2026
Q1 		$33.6K Hold
374
– – ﹤0.01% 1325
2025
Q4 		$35.3K Buy
374
+2
+0.5% +$187 ﹤0.01% 1338
2025
Q3 		$34.4K Buy
372
+1
+0.3% +$89 ﹤0.01% 1284
2025
Q2 		$31.9K Buy
371
+1
+0.3% +$79 ﹤0.01% 1227
2025
Q1 		$28.6K Hold
370
– – ﹤0.01% 1169
2024
Q4 		$30K Buy
+370
New +$30.2K ﹤0.01% 1160

Other funds holding MLRG

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aptus Capital Advisors's MLRG Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares MSCI USA ETF (MLRG) stake by 0.27% in Q2 2026, buying an estimated $100 and bringing the position to 375 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Aptus Capital Advisors first reported a position in MLRG in Q4 2024 and has held it in 7 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

  • Aptus Capital Advisors held 375 shares of iShares MSCI USA ETF worth $38.9K as of Q2 2026.
  • Aptus Capital Advisors bought 1 iShares MSCI USA ETF share in Q2 2026, an estimated $100.
  • iShares MSCI USA ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1417 holding.
  • Aptus Capital Advisors first reported a position in iShares MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.