DHGWA
MLRG

Dixon Hughes Goodman Wealth Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
Q1 		$12K Hold
184
– – ﹤0.01% 500
2021
Q4 		$12K Buy
+184
New +$11.9K ﹤0.01% 434

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's MLRG Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its iShares MSCI USA ETF (MLRG) position steady in Q1 2022 at 184 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Dixon Hughes Goodman Wealth Advisors first reported a position in MLRG in Q4 2021 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold MLRG as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 184 shares of iShares MSCI USA ETF worth $12K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its iShares MSCI USA ETF share count unchanged in Q1 2022.
  • iShares MSCI USA ETF made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #500 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in iShares MSCI USA ETF in Q4 2021 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.