High Point Wealth Management’s iShares MSCI USA ETF MLRG Stock Holding History

High Point 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
2026 Q2	$207K	Hold	2,000	–	–	0.17%	87
2026 Q1	$180K	Hold	2,000	–	–	0.17%	89
2025 Q4	$189K	Buy	+2,000	New	+$187K	0.18%	88

Other funds holding MLRG

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

High Point Wealth Management's MLRG Position: Q2 2026 in Review

High Point Wealth Management held its iShares MSCI USA ETF (MLRG) position steady in Q2 2026 at 2,000 shares worth $207K. The position accounts for 0.17% of the portfolio, ranked #87.

High Point Wealth Management first reported a position in MLRG in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

High Point Wealth Management held 2,000 shares of iShares MSCI USA ETF worth $207K as of Q2 2026.
High Point Wealth Management left its iShares MSCI USA ETF share count unchanged in Q2 2026.
iShares MSCI USA ETF made up 0.17% of High Point Wealth Management's portfolio in Q2 2026, its #87 holding.
High Point Wealth Management first reported a position in iShares MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.