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

Empirical 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	$233K	Hold	2,250	–	–	﹤0.01%	967
2026 Q1	$202K	Hold	2,250	–	–	﹤0.01%	945
2025 Q4	$212K	Hold	2,250	–	–	﹤0.01%	842
2025 Q3	$208K	Buy	+2,250	New	+$200K	﹤0.01%	747
2019 Q1	–	Sell	-6,400	Closed	-$228K	–	242
2018 Q4	$228K	Hold	6,400	–	–	0.04%	177
2018 Q3	$269K	Hold	6,400	–	–	0.05%	173
2018 Q2	$246K	Hold	6,400	–	–	0.05%	165
2018 Q1	$245K	Buy	+6,400	New	+$256K	0.05%	149

Other funds holding MLRG

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

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

Empirical Wealth Management held its iShares MSCI USA ETF (MLRG) position steady in Q2 2026 at 2,250 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Empirical Wealth Management first reported a position in MLRG in Q1 2018 and has held it in 8 quarters since. The position peaked at $269K in Q3 2018. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

Empirical Wealth Management held 2,250 shares of iShares MSCI USA ETF worth $233K as of Q2 2026.
Empirical Wealth Management left its iShares MSCI USA ETF share count unchanged in Q2 2026.
iShares MSCI USA ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #967 holding.
Empirical Wealth Management first reported a position in iShares MSCI USA ETF in Q1 2018 and has held it in 8 quarters since.
Empirical Wealth Management's iShares MSCI USA ETF position peaked at $269K in Q3 2018.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.