FIA
MLRG

FNY Investment Advisers’s iShares MSCI USA ETF MLRG Stock Holding History

FNY Investment Advisers’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
2023
Q4 		– Sell
-50
Closed -$2K – 587
2023
Q3 		$2K Buy
+50
New +$3.07K ﹤0.01% 533
2018
Q3 		– Sell
-180
Closed -$6K – 1078
2018
Q2 		$6K Buy
+180
New +$7K ﹤0.01% 567

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JWM
Jackson Wealth Management Lake Mary, Florida $170M AUM 21.01% 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

FNY Investment Advisers's MLRG Position: Q4 2023 in Review

FNY Investment Advisers sold out of iShares MSCI USA ETF (MLRG) in Q4 2023, closing a stake of 50 shares — an estimated $2K sold.

FNY Investment Advisers first reported a position in MLRG in Q2 2018 and held it in 2 quarters. The position peaked at $6K in Q2 2018. 149 funds tracked by Wall St. Rank hold MLRG as of Q4 2023.

  • FNY Investment Advisers reported no remaining iShares MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 50 iShares MSCI USA ETF shares in Q4 2023, an estimated $2K.
  • FNY Investment Advisers first reported a position in iShares MSCI USA ETF in Q2 2018 and held it in 2 quarters.
  • FNY Investment Advisers's iShares MSCI USA ETF position peaked at $6K in Q2 2018.
  • 149 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q4 2023.

Based on FNY Investment Advisers's 13F filing for Q4 2023, filed 12 Jan 2024.