HI
MLRG

Harbour Investments’s iShares MSCI USA ETF MLRG Stock Holding History

Harbour Investments’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
Q1 		– Sell
-280
Closed -$26.4K – 4725
2025
Q4 		$26.4K Sell
280
-2,010
-88% -$188K ﹤0.01% 2293
2025
Q3 		$212K Buy
2,290
+1
+0% +$89 ﹤0.01% 1200
2025
Q2 		$196K Sell
2,289
-118
-5% -$9.34K 0.01% 1186
2025
Q1 		$186K Hold
2,407
– – 0.01% 1126
2024
Q4 		$195K Buy
2,407
+1
+0% +$82 0.01% 1062
2024
Q3 		$191K Sell
2,406
-1,088
-31% -$83.1K 0.01% 1034
2024
Q2 		$263K Buy
3,494
+4
+0.1% +$289 0.01% 839
2024
Q1 		$253K Buy
3,490
+4
+0.1% +$275 0.01% 833
2023
Q4 		$229K Buy
3,486
+63
+2% +$3.87K 0.01% 812
2023
Q3 		$202K Buy
3,423
+845
+33% +$51.8K 0.01% 788
2023
Q2 		$157K Buy
2,578
+1
+0% +$58 0.01% 887
2023
Q1 		$145K Hold
2,577
– – 0.01% 887
2022
Q4 		$136K Buy
2,577
+1
+0% +$53 0.01% 888
2022
Q3 		$134K Hold
2,576
– – 0.01% 850
2022
Q2 		$134K Buy
+2,576
New +$146K 0.01% 850
2021
Q4 		$171K Sell
2,576
-3,167
-55% -$205K 0.01% 785
2021
Q3 		$349K Sell
5,743
-359
-6% -$22.4K 0.01% 787
2021
Q2 		$371K Buy
6,102
+2
+0% +$118 0.01% 791
2021
Q1 		$342K Buy
+6,100
New +$335K 0.01% 751

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
EH
Equitable Holdings New York $16.7B AUM 24.23% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Harbour Investments's MLRG Position: Q1 2026 in Review

Harbour Investments sold out of iShares MSCI USA ETF (MLRG) in Q1 2026, closing a stake of 280 shares — an estimated $26.4K sold.

Harbour Investments first reported a position in MLRG in Q1 2021 and held it in 19 quarters. The position peaked at $371K in Q2 2021. 181 funds tracked by Wall St. Rank hold MLRG as of Q1 2026.

  • Harbour Investments reported no remaining iShares MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Harbour Investments sold 280 iShares MSCI USA ETF shares in Q1 2026, an estimated $26.4K.
  • Harbour Investments first reported a position in iShares MSCI USA ETF in Q1 2021 and held it in 19 quarters.
  • Harbour Investments's iShares MSCI USA ETF position peaked at $371K in Q2 2021.
  • 181 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.