Financial Perspectives’s iShares MSCI USA ETF MLRG Stock Holding History

Financial Perspectives’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	$28.6K	Buy	276 +1	+0.4%	+$100	0.01%	410
2026 Q1	$24.7K	Buy	275 +1	+0.4%	+$94	0.01%	415
2025 Q4	$25.9K	Buy	274 +1	+0.4%	+$94	0.01%	402
2025 Q3	$25.3K	Hold	273	–	–	0.01%	399
2025 Q2	$23.4K	Buy	273 +1	+0.4%	+$79	0.01%	400
2025 Q1	$21K	Buy	272 +1	+0.4%	+$81	0.01%	406
2024 Q4	$22K	Buy	271 +1	+0.4%	+$82	0.01%	400
2024 Q3	$21.4K	Buy	270 +1	+0.4%	+$76	0.01%	380
2024 Q2	$20.2K	Buy	269 +1	+0.4%	+$72	0.01%	379
2024 Q1	$19.5K	Hold	268	–	–	0.01%	388
2023 Q4	$17.6K	Buy	268 +3	+1%	+$184	0.01%	394
2023 Q3	$15.6K	Hold	265	–	–	0.01%	387
2023 Q2	$16.2K	Hold	265	–	–	0.01%	388
2023 Q1	$14.9K	Buy	265 +1	+0.4%	+$55	0.01%	401
2022 Q4	$13.9K	Buy	264 +2	+0.8%	+$106	0.01%	404
2022 Q3	$13K	Buy	262 +1	+0.4%	+$55	0.01%	402
2022 Q2	$13.6K	Buy	261 +1	+0.4%	+$57	0.01%	399
2022 Q1	$16.4K	Buy	260 +1	+0.4%	+$62	0.01%	397
2021 Q4	$17.2K	Buy	259 +1	+0.4%	+$65	0.01%	376
2021 Q3	$15.7K	Buy	258 +1	+0.4%	+$62	0.01%	387
2021 Q2	$15.6K	Buy	257 +1	+0.4%	+$59	0.01%	408
2021 Q1	$14.4K	Hold	256	–	–	0.01%	397
2020 Q4	$13.9K	Hold	256	–	–	0.01%	371
2020 Q3	$12.4K	Hold	256	–	–	0.01%	345
2020 Q2	$11.1K	Buy	256 +4	+2%	+$165	0.01%	338
2020 Q1	$9.29K	Hold	252	–	–	0.01%	331
2019 Q4	$11.6K	Buy	+252	New	+$11K	0.01%	318

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 Perspectives's MLRG Position: Q2 2026 in Review

Financial Perspectives increased its iShares MSCI USA ETF (MLRG) stake by 0.36% in Q2 2026, buying an estimated $100 and bringing the position to 276 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #410.

Financial Perspectives first reported a position in MLRG in Q4 2019 and has held it in 27 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

Financial Perspectives held 276 shares of iShares MSCI USA ETF worth $28.6K as of Q2 2026.
Financial Perspectives bought 1 iShares MSCI USA ETF share in Q2 2026, an estimated $100.
iShares MSCI USA ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #410 holding.
Financial Perspectives first reported a position in iShares MSCI USA ETF in Q4 2019 and has held it in 27 quarters since.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.