Compass Financial Management’s iShares MSCI USA ETF MLRG Stock Holding History

Compass Financial Management’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	$42.7K	Buy	+400	New	+$40.1K	0.01%	717

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

Compass Financial Management's MLRG Position: Q2 2026 in Review

Compass Financial Management opened a new position in iShares MSCI USA ETF (MLRG) in Q2 2026: 400 shares worth $42.7K. The stake represents 0.01% of the portfolio and ranks #717 among its holdings.

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

Compass Financial Management held 400 shares of iShares MSCI USA ETF worth $42.7K as of Q2 2026.
iShares MSCI USA ETF was a new Compass Financial Management position in Q2 2026.
iShares MSCI USA ETF made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #717 holding.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.