Fisher Asset Management
MLRG

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

Fisher 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
2020
Q3 		– Sell
-5,372
Closed -$234K – 871
2020
Q2 		$234K Buy
+5,372
New +$222K ﹤0.01% 761

Other funds holding MLRG

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

Fisher Asset Management's MLRG Position: Q3 2020 in Review

Fisher Asset Management sold out of iShares MSCI USA ETF (MLRG) in Q3 2020, closing a stake of 5,372 shares — an estimated $234K sold.

Fisher Asset Management first reported a position in MLRG in Q2 2020 and held it in 1 quarter. The position peaked at $234K in Q2 2020. 114 funds tracked by Wall St. Rank hold MLRG as of Q3 2020.

  • Fisher Asset Management reported no remaining iShares MSCI USA ETF position as of Q3 2020 after selling out during the quarter.
  • Fisher Asset Management sold 5,372 iShares MSCI USA ETF shares in Q3 2020, an estimated $234K.
  • Fisher Asset Management first reported a position in iShares MSCI USA ETF in Q2 2020 and held it in 1 quarter.
  • Fisher Asset Management's iShares MSCI USA ETF position peaked at $234K in Q2 2020.
  • 114 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q3 2020.

Based on Fisher Asset Management's 13F filing for Q3 2020, filed 10 Nov 2020.