Focus Partners Wealth
MLRG

Focus Partners Wealth’s iShares MSCI USA ETF MLRG Stock Holding History

Focus Partners Wealth’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 		$1.23M Buy
11,877
+9
+0.1% +$903 ﹤0.01% 1561
2026
Q1 		$1.07M Buy
11,868
+9
+0.1% +$846 ﹤0.01% 1588
2025
Q4 		$1.12M Buy
+11,859
New +$1.11M ﹤0.01% 1586
2025
Q2 		– Sell
-3,528
Closed -$273K – 2094
2025
Q1 		$273K Hold
3,528
– – ﹤0.01% 1621
2024
Q4 		$286K Hold
3,528
– – ﹤0.01% 1575
2024
Q3 		$280K Buy
+3,528
New +$269K ﹤0.01% 1351

Other funds holding MLRG

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth's MLRG Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares MSCI USA ETF (MLRG) stake by 0.08% in Q2 2026, buying an estimated $903 and bringing the position to 11,877 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Focus Partners Wealth first reported a position in MLRG in Q3 2024 and has held it in 6 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

  • Focus Partners Wealth held 11,877 shares of iShares MSCI USA ETF worth $1.23M as of Q2 2026.
  • Focus Partners Wealth bought 9 iShares MSCI USA ETF shares in Q2 2026, an estimated $903.
  • iShares MSCI USA ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1561 holding.
  • Focus Partners Wealth first reported a position in iShares MSCI USA ETF in Q3 2024 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.