Intelligence Driven Advisers’s iShares MSCI USA ETF MLRG Stock Holding History

Intelligence Driven Advisers’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
2020 Q3	–	Sell	-50,432	Closed	-$2.2M	–	89
2020 Q2	$2.2M	Sell	50,432 -7,608	-13%	-$314K	0.78%	30
2020 Q1	$2.13M	Sell	58,040 -37,520	-39%	-$1.64M	0.99%	25
2019 Q4	$4.41M	Sell	95,560 -18,764	-16%	-$823K	2%	12
2019 Q3	$4.8M	Sell	114,324 -25,524	-18%	-$1.06M	2.27%	13
2019 Q2	$5.77M	Sell	139,848 -26,764	-16%	-$1.09M	2.74%	13
2019 Q1	$6.67M	Buy	166,612 +19,164	+13%	+$736K	3.65%	7
2018 Q4	$5.25M	Buy	+147,448	New	+$5.75M	3.33%	10

Other funds holding MLRG

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

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

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

Intelligence Driven Advisers's MLRG Position: Q3 2020 in Review

Intelligence Driven Advisers sold out of iShares MSCI USA ETF (MLRG) in Q3 2020, closing a stake of 50,432 shares — an estimated $2.2M sold.

Intelligence Driven Advisers first reported a position in MLRG in Q4 2018 and held it in 7 quarters. The position peaked at $6.67M in Q1 2019. 114 funds tracked by Wall St. Rank hold MLRG as of Q3 2020.

Intelligence Driven Advisers reported no remaining iShares MSCI USA ETF position as of Q3 2020 after selling out during the quarter.
Intelligence Driven Advisers sold 50,432 iShares MSCI USA ETF shares in Q3 2020, an estimated $2.2M.
Intelligence Driven Advisers first reported a position in iShares MSCI USA ETF in Q4 2018 and held it in 7 quarters.
Intelligence Driven Advisers's iShares MSCI USA ETF position peaked at $6.67M in Q1 2019.
114 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q3 2020.

Based on Intelligence Driven Advisers's 13F filing for Q3 2020, filed 9 Oct 2020.