Center for Wealth Management Advisory’s iShares MSCI USA ETF MLRG Stock Holding History

Center for Wealth Management Advisory’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	$9.72M	Buy	93,790 +351	+0.4%	+$35.2K	6.1%	4
2026 Q1	$8.4M	Buy	93,439 +973	+1%	+$91.4K	6.05%	3
2025 Q4	$8.73M	Buy	+92,466	New	+$8.66M	6.43%	3

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

Center for Wealth Management Advisory's MLRG Position: Q2 2026 in Review

Center for Wealth Management Advisory increased its iShares MSCI USA ETF (MLRG) stake by 0.38% in Q2 2026, buying an estimated $35.2K and bringing the position to 93,790 shares worth $9.72M. The position accounts for 6.1% of the portfolio, ranked #4.

Center for Wealth Management Advisory first reported a position in MLRG in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

Center for Wealth Management Advisory held 93,790 shares of iShares MSCI USA ETF worth $9.72M as of Q2 2026.
Center for Wealth Management Advisory bought 351 iShares MSCI USA ETF shares in Q2 2026, an estimated $35.2K.
iShares MSCI USA ETF made up 6.1% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #4 holding.
Center for Wealth Management Advisory first reported a position in iShares MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.