EWM
MLRG

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

Elmwood 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
2022
Q1 		– Sell
-1,936
Closed -$129K – 205
2021
Q4 		$129K Buy
+1,936
New +$125K 0.06% 140
2021
Q2 		$118K Hold
1,936
– – 0.06% 130
2021
Q1 		$109K Buy
+1,936
New +$106K 0.07% 126

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

Elmwood Wealth Management's MLRG Position: Q1 2022 in Review

Elmwood Wealth Management sold out of iShares MSCI USA ETF (MLRG) in Q1 2022, closing a stake of 1,936 shares — an estimated $129K sold.

Elmwood Wealth Management first reported a position in MLRG in Q1 2021 and held it in 3 quarters. The position peaked at $129K in Q4 2021. 137 funds tracked by Wall St. Rank hold MLRG as of Q1 2022.

  • Elmwood Wealth Management reported no remaining iShares MSCI USA ETF position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 1,936 iShares MSCI USA ETF shares in Q1 2022, an estimated $129K.
  • Elmwood Wealth Management first reported a position in iShares MSCI USA ETF in Q1 2021 and held it in 3 quarters.
  • Elmwood Wealth Management's iShares MSCI USA ETF position peaked at $129K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.