CIA
MLRG

Choate Investment Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

Choate Investment 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
2026
Q2 		$595K Hold
5,739
– – 0.01% 301
2026
Q1 		$516K Hold
5,739
– – 0.01% 298
2025
Q4 		$542K Hold
5,739
– – 0.01% 296
2025
Q3 		$530K Hold
5,739
– – 0.01% 279
2025
Q2 		$492K Hold
5,739
– – 0.01% 272
2025
Q1 		$443K Hold
5,739
– – 0.01% 273
2024
Q4 		$466K Hold
5,739
– – 0.01% 278
2024
Q3 		$455K Hold
5,739
– – 0.01% 270
2024
Q2 		$431K Hold
5,739
– – 0.01% 265
2024
Q1 		$416K Buy
+5,739
New +$395K 0.01% 287

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

Choate Investment Advisors's MLRG Position: Q2 2026 in Review

Choate Investment Advisors held its iShares MSCI USA ETF (MLRG) position steady in Q2 2026 at 5,739 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #301.

Choate Investment Advisors first reported a position in MLRG in Q1 2024 and has held it in 10 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

  • Choate Investment Advisors held 5,739 shares of iShares MSCI USA ETF worth $595K as of Q2 2026.
  • Choate Investment Advisors left its iShares MSCI USA ETF share count unchanged in Q2 2026.
  • iShares MSCI USA ETF made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #301 holding.
  • Choate Investment Advisors first reported a position in iShares MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.