Envestnet Portfolio Solutions
MLRG

Envestnet Portfolio Solutions’s iShares MSCI USA ETF MLRG Stock Holding History

Envestnet Portfolio Solutions’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
Q3 		– Sell
-2,630
Closed -$226K – 1515
2025
Q2 		$226K Sell
2,630
-601
-19% -$47.6K ﹤0.01% 1455
2025
Q1 		$250K Buy
3,231
+199
+7% +$16.2K ﹤0.01% 1381
2024
Q4 		$246K Buy
+3,032
New +$247K ﹤0.01% 1592

Other funds holding MLRG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions's MLRG Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of iShares MSCI USA ETF (MLRG) in Q3 2025, closing a stake of 2,630 shares — an estimated $226K sold.

Envestnet Portfolio Solutions first reported a position in MLRG in Q4 2024 and held it in 3 quarters. The position peaked at $250K in Q1 2025. 169 funds tracked by Wall St. Rank hold MLRG as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining iShares MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,630 iShares MSCI USA ETF shares in Q3 2025, an estimated $226K.
  • Envestnet Portfolio Solutions first reported a position in iShares MSCI USA ETF in Q4 2024 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's iShares MSCI USA ETF position peaked at $250K in Q1 2025.
  • 169 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.