International Assets Investment Management’s iShares MSCI USA ETF MLRG Stock Holding History

International Assets Investment 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	$40.1K	Buy	388 +200	+106%	+$20.1K	﹤0.01%	1385
2026 Q1	$17K	Hold	188	–	–	﹤0.01%	1544
2025 Q4	$17.7K	Buy	+188	New	+$17.6K	﹤0.01%	1510
2024 Q3	–	Sell	-188	Closed	-$14.1K	–	2192
2024 Q2	$14.1K	Buy	+188	New	+$13.6K	﹤0.01%	1569
2021 Q2	–	Sell	-188	Closed	-$10K	–	1139
2021 Q1	$10K	Hold	188	–	–	﹤0.01%	1566
2020 Q4	$10K	Buy	+188	New	+$9.62K	﹤0.01%	1428

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

International Assets Investment Management's MLRG Position: Q2 2026 in Review

International Assets Investment Management increased its iShares MSCI USA ETF (MLRG) stake by 106% in Q2 2026, buying an estimated $20.1K and bringing the position to 388 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

International Assets Investment Management first reported a position in MLRG in Q4 2020 and has held it in 6 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

International Assets Investment Management held 388 shares of iShares MSCI USA ETF worth $40.1K as of Q2 2026.
International Assets Investment Management bought 200 iShares MSCI USA ETF shares in Q2 2026, an estimated $20.1K.
iShares MSCI USA ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1385 holding.
International Assets Investment Management first reported a position in iShares MSCI USA ETF in Q4 2020 and has held it in 6 quarters since.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.