EFA
MLRG

Edge Financial Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

Edge Financial 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
2025
Q4 		$1.89M Buy
20,007
+2,706
+16% +$253K 0.79% 27
2025
Q3 		$1.6M Buy
17,301
+12,608
+269% +$1.12M 0.72% 26
2025
Q2 		$402K Buy
+4,693
New +$372K 0.21% 77

Other funds holding MLRG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
EH
Equitable Holdings New York $16.7B AUM 24.23% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Edge Financial Advisors's MLRG Position: Q4 2025 in Review

Edge Financial Advisors increased its iShares MSCI USA ETF (MLRG) stake by 16% in Q4 2025, buying an estimated $253K and bringing the position to 20,007 shares worth $1.89M. The position accounts for 0.79% of the portfolio, ranked #27.

Edge Financial Advisors first reported a position in MLRG in Q2 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold MLRG as of Q4 2025.

  • Edge Financial Advisors held 20,007 shares of iShares MSCI USA ETF worth $1.89M as of Q4 2025.
  • Edge Financial Advisors bought 2,706 iShares MSCI USA ETF shares in Q4 2025, an estimated $253K.
  • iShares MSCI USA ETF made up 0.79% of Edge Financial Advisors's portfolio in Q4 2025, its #27 holding.
  • Edge Financial Advisors first reported a position in iShares MSCI USA ETF in Q2 2025 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.