CIBC Private Wealth Group’s iShares MSCI USA ETF MLRG Stock Holding History

CIBC Private Wealth 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
2025 Q4	$45.3K	Sell	480 -480	-50%	-$45K	﹤0.01%	1826
2025 Q3	$88.7K	Sell	960 -520	-35%	-$46.2K	﹤0.01%	1550
2025 Q2	$127K	Hold	1,480	–	–	﹤0.01%	1299
2025 Q1	$102K	Hold	1,480	–	–	﹤0.01%	1347
2024 Q4	$121K	Hold	1,480	–	–	﹤0.01%	1350
2024 Q3	$117K	Hold	1,480	–	–	﹤0.01%	1407
2024 Q2	$114K	Hold	1,480	–	–	﹤0.01%	1346
2024 Q1	$107K	Buy	+1,480	New	+$102K	﹤0.01%	1369
2018 Q3	–	Sell	-1,480	Closed	-$57K	–	1305
2018 Q2	$57K	Hold	1,480	–	–	﹤0.01%	1142
2018 Q1	$57K	Hold	1,480	–	–	﹤0.01%	1130
2017 Q4	$59K	Buy	+1,480	New	+$57.6K	﹤0.01%	1132

Other funds holding MLRG

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

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

Equitable Holdings New York $16.7B AUM 24.23% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIBC Private Wealth Group's MLRG Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its iShares MSCI USA ETF (MLRG) stake by 50% in Q4 2025, selling an estimated $45K and leaving 480 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1826.

CIBC Private Wealth Group first reported a position in MLRG in Q4 2017 and has held it in 11 quarters since. The position peaked at $127K in Q2 2025. 180 funds tracked by Wall St. Rank hold MLRG as of Q4 2025.

CIBC Private Wealth Group held 480 shares of iShares MSCI USA ETF worth $45.3K as of Q4 2025.
CIBC Private Wealth Group sold 480 iShares MSCI USA ETF shares in Q4 2025, an estimated $45K.
iShares MSCI USA ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1826 holding.
CIBC Private Wealth Group first reported a position in iShares MSCI USA ETF in Q4 2017 and has held it in 11 quarters since.
CIBC Private Wealth Group's iShares MSCI USA ETF position peaked at $127K in Q2 2025.
180 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.