HIS
MLRG

Harvest Investment Services’s iShares MSCI USA ETF MLRG Stock Holding History

Harvest Investment Services’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
2025
Q1 		– Sell
-2,471
Closed -$201K – 314
2024
Q4 		$201K Buy
+2,471
New +$202K 0.05% 273

Other funds holding MLRG

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EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harvest Investment Services's MLRG Position: Q1 2025 in Review

Harvest Investment Services sold out of iShares MSCI USA ETF (MLRG) in Q1 2025, closing a stake of 2,471 shares — an estimated $201K sold.

Harvest Investment Services first reported a position in MLRG in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 171 funds tracked by Wall St. Rank hold MLRG as of Q1 2025.

  • Harvest Investment Services reported no remaining iShares MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Harvest Investment Services sold 2,471 iShares MSCI USA ETF shares in Q1 2025, an estimated $201K.
  • Harvest Investment Services first reported a position in iShares MSCI USA ETF in Q4 2024 and held it in 1 quarter.
  • Harvest Investment Services's iShares MSCI USA ETF position peaked at $201K in Q4 2024.
  • 171 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2025.

Based on Harvest Investment Services's 13F filing for Q1 2025, filed 15 May 2025.