Atria Wealth Solutions’s iShares MSCI USA ETF MLRG Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.8M	Sell	21,006 -6,577	-24%	-$521K	0.04%	449
2025 Q1	$2.13M	Sell	27,583 -1,150	-4%	-$93.7K	0.03%	608
2024 Q4	$2.33M	Buy	28,733 +1,574	+6%	+$128K	0.03%	590
2024 Q3	$2.15M	Sell	27,159 -848	-3%	-$64.8K	0.02%	608
2024 Q2	$2.11M	Buy	28,007 +685	+3%	+$49.5K	0.02%	608
2024 Q1	$1.98M	Buy	27,322 +3,304	+14%	+$228K	0.02%	643
2023 Q4	$1.58M	Buy	24,018 +89	+0.4%	+$5.47K	0.02%	685
2023 Q3	$1.41M	Buy	23,929 +498	+2%	+$30.6K	0.02%	683
2023 Q2	$1.43M	Buy	23,431 +1,130	+5%	+$65.2K	0.02%	699
2023 Q1	$1.26M	Sell	22,301 -337	-1%	-$18.5K	0.02%	715
2022 Q4	$1.19M	Buy	22,638 +939	+4%	+$49.7K	0.02%	676
2022 Q3	$1.07M	Buy	21,699 +1,796	+9%	+$98.5K	0.02%	693
2022 Q2	$1.03M	Sell	19,903 -3,984	-17%	-$225K	0.02%	679
2022 Q1	$1.5M	Buy	+23,887	New	+$1.48M	0.03%	573

Other funds holding MLRG

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

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

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

ETC

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

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

Atria Wealth Solutions's MLRG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares MSCI USA ETF (MLRG) stake by 24% in Q2 2025, selling an estimated $521K and leaving 21,006 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #449.

Atria Wealth Solutions first reported a position in MLRG in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.33M in Q4 2024. 172 funds tracked by Wall St. Rank hold MLRG as of Q2 2025.

Atria Wealth Solutions held 21,006 shares of iShares MSCI USA ETF worth $1.8M as of Q2 2025.
Atria Wealth Solutions sold 6,577 iShares MSCI USA ETF shares in Q2 2025, an estimated $521K.
iShares MSCI USA ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #449 holding.
Atria Wealth Solutions first reported a position in iShares MSCI USA ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares MSCI USA ETF position peaked at $2.33M in Q4 2024.
172 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.