Financial Engines Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

Financial Engines 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	$3.09M	Buy	29,839 +1,700	+6%	+$171K	0.01%	188
2026 Q1	$2.53M	Sell	28,139 -149	-0.5%	-$14K	0.01%	202
2025 Q4	$2.67M	Sell	28,288 -2,878	-9%	-$270K	0.01%	203
2025 Q3	$2.88M	Sell	31,166 -3,013	-9%	-$268K	0.01%	195
2025 Q2	$2.93M	Buy	34,179 +31,055	+994%	+$2.46M	0.01%	181
2025 Q1	$241K	Buy	+3,124	New	+$254K	﹤0.01%	397

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

Financial Engines Advisors's MLRG Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares MSCI USA ETF (MLRG) stake by 6% in Q2 2026, buying an estimated $171K and bringing the position to 29,839 shares worth $3.09M. The position accounts for 0.01% of the portfolio, ranked #188.

Financial Engines Advisors first reported a position in MLRG in Q1 2025 and has held it in 6 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

Financial Engines Advisors held 29,839 shares of iShares MSCI USA ETF worth $3.09M as of Q2 2026.
Financial Engines Advisors bought 1,700 iShares MSCI USA ETF shares in Q2 2026, an estimated $171K.
iShares MSCI USA ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #188 holding.
Financial Engines Advisors first reported a position in iShares MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.