Blue Sky Capital Consultants Group’s iShares MSCI USA ETF MLRG Stock Holding History

Blue Sky Capital Consultants Group’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	$258K	Hold	2,487	–	–	0.11%	65
2026 Q1	$223K	Hold	2,487	–	–	0.11%	70
2025 Q4	$235K	Hold	2,487	–	–	0.1%	68
2025 Q3	$230K	Hold	2,487	–	–	0.1%	57
2025 Q2	$213K	Sell	2,487 -247	-9%	-$19.6K	0.11%	56
2025 Q1	$211K	Hold	2,734	–	–	0.14%	48
2024 Q4	$222K	Buy	+2,734	New	+$223K	0.13%	49

Other funds holding MLRG

ETC

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Blue Sky Capital Consultants Group's MLRG Position: Q2 2026 in Review

Blue Sky Capital Consultants Group held its iShares MSCI USA ETF (MLRG) position steady in Q2 2026 at 2,487 shares worth $258K. The position accounts for 0.11% of the portfolio, ranked #65.

Blue Sky Capital Consultants Group 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.

Blue Sky Capital Consultants Group held 2,487 shares of iShares MSCI USA ETF worth $258K as of Q2 2026.
Blue Sky Capital Consultants Group left its iShares MSCI USA ETF share count unchanged in Q2 2026.
iShares MSCI USA ETF made up 0.11% of Blue Sky Capital Consultants Group's portfolio in Q2 2026, its #65 holding.
Blue Sky Capital Consultants Group 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 Blue Sky Capital Consultants Group's 13F filing for Q2 2026, filed 4 Aug 2026.