BW
MLRG

BIP Wealth’s iShares MSCI USA ETF MLRG Stock Holding History

BIP Wealth’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 		$777K Buy
+7,492
New +$752K 0.02% 298

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

BIP Wealth's MLRG Position: Q2 2026 in Review

BIP Wealth opened a new position in iShares MSCI USA ETF (MLRG) in Q2 2026: 7,492 shares worth $777K. The stake represents 0.02% of the portfolio and ranks #298 among its holdings.

191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

  • BIP Wealth held 7,492 shares of iShares MSCI USA ETF worth $777K as of Q2 2026.
  • iShares MSCI USA ETF was a new BIP Wealth position in Q2 2026.
  • iShares MSCI USA ETF made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #298 holding.
  • 191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.