Farther Finance Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

Farther Finance Advisors’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	$72.7K	Buy	701 +459	+190%	+$46.1K	﹤0.01%	2950
2026 Q1	$21.9K	Hold	242	–	–	﹤0.01%	3598
2025 Q4	$22.8K	Hold	242	–	–	﹤0.01%	3352
2025 Q3	$22.4K	Hold	242	–	–	﹤0.01%	2973
2025 Q2	$20.8K	Sell	242 -9	-4%	-$712	﹤0.01%	2651
2025 Q1	$19.5K	Buy	251 +9	+4%	+$733	﹤0.01%	2400
2024 Q4	$19.6K	Hold	242	–	–	﹤0.01%	2082
2024 Q3	$19.2K	Hold	242	–	–	﹤0.01%	2105
2024 Q2	$18.2K	Hold	242	–	–	﹤0.01%	1809
2024 Q1	$17.5K	Hold	242	–	–	﹤0.01%	1539
2023 Q4	$15.9K	Buy	+242	New	+$14.9K	﹤0.01%	1409

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

Farther Finance Advisors's MLRG Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares MSCI USA ETF (MLRG) stake by 190% in Q2 2026, buying an estimated $46.1K and bringing the position to 701 shares worth $72.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2950.

Farther Finance Advisors first reported a position in MLRG in Q4 2023 and has held it in 11 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

Farther Finance Advisors held 701 shares of iShares MSCI USA ETF worth $72.7K as of Q2 2026.
Farther Finance Advisors bought 459 iShares MSCI USA ETF shares in Q2 2026, an estimated $46.1K.
iShares MSCI USA ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2950 holding.
Farther Finance Advisors first reported a position in iShares MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.