IAN
MLRG

Integrated Advisors Network’s iShares MSCI USA ETF MLRG Stock Holding History

Integrated Advisors Network’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
2021
Q1 		– Sell
-112,872
Closed -$6.12M – 557
2020
Q4 		$6.12M Sell
112,872
-81,740
-42% -$4.18M 0.67% 29
2020
Q3 		$9.49M Sell
194,612
-4,792
-2% -$228K 1.2% 16
2020
Q2 		$8.7M Buy
+199,404
New +$8.24M 1.02% 21

Other funds holding MLRG

EH
Equitable Holdings New York $16.7B AUM 24.23% 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
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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Integrated Advisors Network's MLRG Position: Q1 2021 in Review

Integrated Advisors Network sold out of iShares MSCI USA ETF (MLRG) in Q1 2021, closing a stake of 112,872 shares — an estimated $6.12M sold.

Integrated Advisors Network first reported a position in MLRG in Q2 2020 and held it in 3 quarters. The position peaked at $9.49M in Q3 2020. 123 funds tracked by Wall St. Rank hold MLRG as of Q1 2021.

  • Integrated Advisors Network reported no remaining iShares MSCI USA ETF position as of Q1 2021 after selling out during the quarter.
  • Integrated Advisors Network sold 112,872 iShares MSCI USA ETF shares in Q1 2021, an estimated $6.12M.
  • Integrated Advisors Network first reported a position in iShares MSCI USA ETF in Q2 2020 and held it in 3 quarters.
  • Integrated Advisors Network's iShares MSCI USA ETF position peaked at $9.49M in Q3 2020.
  • 123 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2021.

Based on Integrated Advisors Network's 13F filing for Q1 2021, filed 17 May 2021.