Farmers & Merchants Investments Inc’s iShares MSCI USA ETF MLRG Stock Holding History

Farmers & Merchants Investments Inc’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	$187K	Sell	1,800 -54	-3%	-$5.42K	﹤0.01%	326
2026 Q1	$167K	Hold	1,854	–	–	﹤0.01%	321
2025 Q4	$175K	Sell	1,854 -105	-5%	-$9.83K	﹤0.01%	313
2025 Q3	$181K	Hold	1,959	–	–	0.01%	307
2025 Q2	$168K	Sell	1,959 -121	-6%	-$9.58K	﹤0.01%	314
2025 Q1	$161K	Hold	2,080	–	–	0.01%	324
2024 Q4	$169K	Hold	2,080	–	–	0.01%	326
2024 Q3	$165K	Hold	2,080	–	–	0.01%	330
2024 Q2	$156K	Hold	2,080	–	–	0.01%	316
2024 Q1	$151K	Hold	2,080	–	–	0.01%	306
2023 Q4	$137K	Hold	2,080	–	–	0.01%	309
2023 Q3	$123K	Hold	2,080	–	–	﹤0.01%	316
2023 Q2	$127K	Hold	2,080	–	–	﹤0.01%	320
2023 Q1	$117K	Hold	2,080	–	–	﹤0.01%	323
2022 Q4	$109K	Hold	2,080	–	–	﹤0.01%	329
2022 Q3	$103K	Hold	2,080	–	–	﹤0.01%	332
2022 Q2	$108K	Hold	2,080	–	–	﹤0.01%	326
2022 Q1	$131K	Hold	2,080	–	–	0.01%	322
2021 Q4	$138K	Hold	2,080	–	–	0.01%	318
2021 Q3	$126K	Buy	+2,080	New	+$130K	0.01%	314

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

Farmers & Merchants Investments Inc's MLRG Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its iShares MSCI USA ETF (MLRG) stake by 2.9% in Q2 2026, selling an estimated $5.42K and leaving 1,800 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Farmers & Merchants Investments Inc first reported a position in MLRG in Q3 2021 and has held it in 20 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

Farmers & Merchants Investments Inc held 1,800 shares of iShares MSCI USA ETF worth $187K as of Q2 2026.
Farmers & Merchants Investments Inc sold 54 iShares MSCI USA ETF shares in Q2 2026, an estimated $5.42K.
iShares MSCI USA ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #326 holding.
Farmers & Merchants Investments Inc first reported a position in iShares MSCI USA ETF in Q3 2021 and has held it in 20 quarters since.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.