Creative Financial Designs’s iShares MSCI USA ETF MLRG Stock Holding History

Creative Financial Designs’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	$7.67K	Hold	74	–	–	﹤0.01%	1588
2026 Q1	$6.65K	Sell	74 -8	-10%	-$752	﹤0.01%	1511
2025 Q4	$7.74K	Hold	82	–	–	﹤0.01%	1408
2025 Q3	$7.58K	Hold	82	–	–	﹤0.01%	1424
2025 Q2	$7.03K	Hold	82	–	–	﹤0.01%	1436
2025 Q1	$6.33K	Hold	82	–	–	﹤0.01%	1421
2024 Q4	$6.66K	Hold	82	–	–	﹤0.01%	1359
2024 Q3	$6.5K	Sell	82 -10	-11%	-$764	﹤0.01%	1311
2024 Q2	$6.92K	Hold	92	–	–	﹤0.01%	1257
2024 Q1	$6.67K	Sell	92 -238	-72%	-$16.4K	﹤0.01%	1244
2023 Q4	$21.7K	Buy	330 +238	+259%	+$14.6K	﹤0.01%	897
2023 Q3	$5.42K	Hold	92	–	–	﹤0.01%	1170
2023 Q2	$5.62K	Hold	92	–	–	﹤0.01%	1153
2023 Q1	$5.19K	Hold	92	–	–	﹤0.01%	1106
2022 Q4	$4.84K	Buy	+92	New	+$4.87K	﹤0.01%	1041

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

Creative Financial Designs's MLRG Position: Q2 2026 in Review

Creative Financial Designs held its iShares MSCI USA ETF (MLRG) position steady in Q2 2026 at 74 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Creative Financial Designs first reported a position in MLRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.7K in Q4 2023. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

Creative Financial Designs held 74 shares of iShares MSCI USA ETF worth $7.67K as of Q2 2026.
Creative Financial Designs left its iShares MSCI USA ETF share count unchanged in Q2 2026.
iShares MSCI USA ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1588 holding.
Creative Financial Designs first reported a position in iShares MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
Creative Financial Designs's iShares MSCI USA ETF position peaked at $21.7K in Q4 2023.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.