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

Elk River 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
2021 Q3	–	Sell	-3,924	Closed	-$238K	–	124
2021 Q2	$238K	Hold	3,924	–	–	0.06%	110
2021 Q1	$220K	Sell	3,924 -1,028	-21%	-$56.5K	0.06%	114
2020 Q4	$268K	Buy	+4,952	New	+$253K	0.09%	106

Other funds holding MLRG

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Elk River Wealth Management's MLRG Position: Q3 2021 in Review

Elk River Wealth Management sold out of iShares MSCI USA ETF (MLRG) in Q3 2021, closing a stake of 3,924 shares — an estimated $238K sold.

Elk River Wealth Management first reported a position in MLRG in Q4 2020 and held it in 3 quarters. The position peaked at $268K in Q4 2020. 129 funds tracked by Wall St. Rank hold MLRG as of Q3 2021.

Elk River Wealth Management reported no remaining iShares MSCI USA ETF position as of Q3 2021 after selling out during the quarter.
Elk River Wealth Management sold 3,924 iShares MSCI USA ETF shares in Q3 2021, an estimated $238K.
Elk River Wealth Management first reported a position in iShares MSCI USA ETF in Q4 2020 and held it in 3 quarters.
Elk River Wealth Management's iShares MSCI USA ETF position peaked at $268K in Q4 2020.
129 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q3 2021.

Based on Elk River Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.