CQS
MLRG

Credential Qtrade Securities’s iShares MSCI USA ETF MLRG Stock Holding History

Credential Qtrade Securities’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
2022
Q4 		– Sell
-480
Closed -$23.7K – 375
2022
Q3 		$23.7K Hold
480
– – ﹤0.01% 269
2022
Q2 		$25K Hold
480
– – ﹤0.01% 280
2022
Q1 		$30.1K Hold
480
– – ﹤0.01% 291
2021
Q4 		$32K Hold
480
– – ﹤0.01% 295
2021
Q3 		$29.1K Hold
480
– – ﹤0.01% 284
2021
Q2 		$29.1K Hold
480
– – ﹤0.01% 294
2021
Q1 		$26.9K Hold
480
– – ﹤0.01% 282
2020
Q4 		$25.9K Buy
+480
New +$24.6K ﹤0.01% 259

Other funds holding MLRG

EH
Equitable Holdings New York $16.7B AUM 24.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Credential Qtrade Securities's MLRG Position: Q4 2022 in Review

Credential Qtrade Securities sold out of iShares MSCI USA ETF (MLRG) in Q4 2022, closing a stake of 480 shares — an estimated $23.7K sold.

Credential Qtrade Securities first reported a position in MLRG in Q4 2020 and held it in 8 quarters. The position peaked at $32K in Q4 2021. 132 funds tracked by Wall St. Rank hold MLRG as of Q4 2022.

  • Credential Qtrade Securities reported no remaining iShares MSCI USA ETF position as of Q4 2022 after selling out during the quarter.
  • Credential Qtrade Securities sold 480 iShares MSCI USA ETF shares in Q4 2022, an estimated $23.7K.
  • Credential Qtrade Securities first reported a position in iShares MSCI USA ETF in Q4 2020 and held it in 8 quarters.
  • Credential Qtrade Securities's iShares MSCI USA ETF position peaked at $32K in Q4 2021.
  • 132 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q4 2022.

Based on Credential Qtrade Securities's 13F filing for Q4 2022, filed 21 Jul 2025.