EAM
MLRG

Evanson Asset Management’s iShares MSCI USA ETF MLRG Stock Holding History

Evanson Asset 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
Q1 		$225K Hold
2,500
– – 0.01% 299
2025
Q4 		$236K Hold
2,500
– – 0.01% 304
2025
Q3 		$231K Hold
2,500
– – 0.01% 301
2025
Q2 		$214K Buy
+2,500
New +$198K 0.01% 311
2025
Q1 		– Sell
-2,500
Closed -$203K – 316
2024
Q4 		$203K Buy
+2,500
New +$204K 0.01% 293

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
EH
Equitable Holdings New York $16.7B AUM 24.23% 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
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Evanson Asset Management's MLRG Position: Q1 2026 in Review

Evanson Asset Management held its iShares MSCI USA ETF (MLRG) position steady in Q1 2026 at 2,500 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #299.

Evanson Asset Management first reported a position in MLRG in Q4 2024 and has held it in 5 quarters since. The position peaked at $236K in Q4 2025. 181 funds tracked by Wall St. Rank hold MLRG as of Q1 2026.

  • Evanson Asset Management held 2,500 shares of iShares MSCI USA ETF worth $225K as of Q1 2026.
  • Evanson Asset Management left its iShares MSCI USA ETF share count unchanged in Q1 2026.
  • iShares MSCI USA ETF made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #299 holding.
  • Evanson Asset Management first reported a position in iShares MSCI USA ETF in Q4 2024 and has held it in 5 quarters since.
  • Evanson Asset Management's iShares MSCI USA ETF position peaked at $236K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.