DWM
MLRG

Diversify Wealth Management’s iShares MSCI USA ETF MLRG Stock Holding History

Diversify Wealth 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 		$295K Hold
2,880
– – ﹤0.01% 1061
2026
Q1 		$283K Buy
+2,880
New +$271K 0.01% 983

Other funds holding MLRG

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Diversify Wealth Management's MLRG Position: Q2 2026 in Review

Diversify Wealth Management held its iShares MSCI USA ETF (MLRG) position steady in Q2 2026 at 2,880 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Diversify Wealth Management first reported a position in MLRG in Q1 2026 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

  • Diversify Wealth Management held 2,880 shares of iShares MSCI USA ETF worth $295K as of Q2 2026.
  • Diversify Wealth Management left its iShares MSCI USA ETF share count unchanged in Q2 2026.
  • iShares MSCI USA ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1061 holding.
  • Diversify Wealth Management first reported a position in iShares MSCI USA ETF in Q1 2026 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.