EH
MLRG

Equitable Holdings’s iShares MSCI USA ETF MLRG Stock Holding History

Equitable Holdings’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 		$1.19M Sell
11,448
-369,708
-97% -$37.1M 0.01% 938
2026
Q1 		$36M Sell
381,156
-2,130
-0.6% -$200K 0.23% 99
2025
Q4 		$36.2M Buy
383,286
+295
+0.1% +$27.6K 0.25% 87
2025
Q3 		$35.4M Sell
382,991
-1,131
-0.3% -$101K 0.26% 81
2025
Q2 		$32.9M Buy
384,122
+108
+0% +$8.55K 0.27% 83
2025
Q1 		$29.7M Sell
384,014
-9,684
-2% -$789K 0.28% 82
2024
Q4 		$32M Sell
393,698
-43,236
-10% -$3.53M 0.3% 74
2024
Q3 		$34.6M Sell
436,934
-13,163
-3% -$1.01M 0.34% 68
2024
Q2 		$33.8M Sell
450,097
-6,893
-2% -$498K 0.36% 58
2024
Q1 		$33.1M Sell
456,990
-44,988
-9% -$3.1M 0.37% 56
2023
Q4 		$33M Sell
501,978
-59,878
-11% -$3.68M 0.41% 55
2023
Q3 		$33.1M Sell
561,856
-64,759
-10% -$3.97M 0.47% 49
2023
Q2 		$38.3M Sell
626,615
-13,692
-2% -$790K 0.55% 43
2023
Q1 		$36.1M Sell
640,307
-5,789
-0.9% -$318K 0.58% 43
2022
Q4 		$34M Sell
646,096
-401
-0.1% -$21.2K 0.59% 40
2022
Q3 		$31.9M Buy
646,497
+422
+0.1% +$23.2K 0.62% 35
2022
Q2 		$33.6M Sell
646,075
-15,843
-2% -$896K 0.64% 33
2022
Q1 		$41.6M Sell
661,918
-28,260
-4% -$1.75M 0.68% 29
2021
Q4 		$45.8M Sell
690,178
-64,690
-9% -$4.18M 0.72% 28
2021
Q3 		$45.8M Sell
754,868
-26,691
-3% -$1.67M 0.78% 28
2021
Q2 		$47.5M Sell
781,559
-92,593
-11% -$5.46M 0.82% 27
2021
Q1 		$49M Sell
874,152
-1,052
-0.1% -$57.8K 1.04% 23
2020
Q4 		$47.4M Sell
875,204
-53,036
-6% -$2.71M 1.08% 22
2020
Q3 		$45.3M Sell
928,240
-49,776
-5% -$2.37M 1.17% 20
2020
Q2 		$42.7M Sell
978,016
-12,112
-1% -$500K 1.23% 17
2020
Q1 		$36.3M Sell
990,128
-11,076
-1% -$485K 1.3% 19
2019
Q4 		$46.2M Buy
+1,001,204
New +$43.9M 1.35% 17

Other funds holding MLRG

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
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Equitable Holdings's MLRG Position: Q2 2026 in Review

Equitable Holdings reduced its iShares MSCI USA ETF (MLRG) stake by 97% in Q2 2026, selling an estimated $37.1M and leaving 11,448 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #938.

Equitable Holdings first reported a position in MLRG in Q4 2019 and has held it in 27 quarters since. The position peaked at $49M in Q1 2021. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

  • Equitable Holdings held 11,448 shares of iShares MSCI USA ETF worth $1.19M as of Q2 2026.
  • Equitable Holdings sold 369,708 iShares MSCI USA ETF shares in Q2 2026, an estimated $37.1M.
  • iShares MSCI USA ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #938 holding.
  • Equitable Holdings first reported a position in iShares MSCI USA ETF in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's iShares MSCI USA ETF position peaked at $49M in Q1 2021.
  • 191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.