BA
MLRG

Ballew Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

Ballew 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
2018
Q4 		– Sell
-932
Closed -$36K – 264
2018
Q3 		$36K Hold
932
– – 0.03% 187
2018
Q2 		$36K Hold
932
– – 0.04% 185
2018
Q1 		$36K Buy
+932
New +$37.3K 0.03% 186

Other funds holding MLRG

Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ballew Advisors's MLRG Position: Q4 2018 in Review

Ballew Advisors sold out of iShares MSCI USA ETF (MLRG) in Q4 2018, closing a stake of 932 shares — an estimated $36K sold.

Ballew Advisors first reported a position in MLRG in Q1 2018 and held it in 3 quarters. The position peaked at $36K in Q3 2018. 96 funds tracked by Wall St. Rank hold MLRG as of Q4 2018.

  • Ballew Advisors reported no remaining iShares MSCI USA ETF position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 932 iShares MSCI USA ETF shares in Q4 2018, an estimated $36K.
  • Ballew Advisors first reported a position in iShares MSCI USA ETF in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's iShares MSCI USA ETF position peaked at $36K in Q3 2018.
  • 96 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.