CFB
MLRG

Cullen/Frost Bankers’s iShares MSCI USA ETF MLRG Stock Holding History

Cullen/Frost Bankers’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
2024
Q1 		– Sell
-196
Closed -$12.9K – 1042
2023
Q4 		$12.9K Hold
196
– – ﹤0.01% 786
2023
Q3 		$11.5K Buy
+196
New +$12K ﹤0.01% 911

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cullen/Frost Bankers's MLRG Position: Q1 2024 in Review

Cullen/Frost Bankers sold out of iShares MSCI USA ETF (MLRG) in Q1 2024, closing a stake of 196 shares — an estimated $12.9K sold.

Cullen/Frost Bankers first reported a position in MLRG in Q3 2023 and held it in 2 quarters. The position peaked at $12.9K in Q4 2023. 153 funds tracked by Wall St. Rank hold MLRG as of Q1 2024.

  • Cullen/Frost Bankers reported no remaining iShares MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
  • Cullen/Frost Bankers sold 196 iShares MSCI USA ETF shares in Q1 2024, an estimated $12.9K.
  • Cullen/Frost Bankers first reported a position in iShares MSCI USA ETF in Q3 2023 and held it in 2 quarters.
  • Cullen/Frost Bankers's iShares MSCI USA ETF position peaked at $12.9K in Q4 2023.
  • 153 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2024.

Based on Cullen/Frost Bankers's 13F filing for Q1 2024, filed 10 May 2024.