GSWM
MLRG

Golden State Wealth Management’s iShares MSCI USA ETF MLRG Stock Holding History

Golden State Wealth 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
2019
Q4 		– Sell
-3,768
Closed -$158K – 475
2019
Q3 		$158K Hold
3,768
– – 0.05% 237
2019
Q2 		$155K Hold
3,768
– – 0.05% 263
2019
Q1 		$151K Buy
+3,768
New +$145K 0.05% 259

Other funds holding MLRG

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Golden State Wealth Management's MLRG Position: Q4 2019 in Review

Golden State Wealth Management sold out of iShares MSCI USA ETF (MLRG) in Q4 2019, closing a stake of 3,768 shares — an estimated $158K sold.

Golden State Wealth Management first reported a position in MLRG in Q1 2019 and held it in 3 quarters. The position peaked at $158K in Q3 2019. 120 funds tracked by Wall St. Rank hold MLRG as of Q4 2019.

  • Golden State Wealth Management reported no remaining iShares MSCI USA ETF position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 3,768 iShares MSCI USA ETF shares in Q4 2019, an estimated $158K.
  • Golden State Wealth Management first reported a position in iShares MSCI USA ETF in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's iShares MSCI USA ETF position peaked at $158K in Q3 2019.
  • 120 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.