IAG
MLRG

Ipsen Advisor Group’s iShares MSCI USA ETF MLRG Stock Holding History

Ipsen Advisor Group’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
2022
Q4 		$261K Buy
+4,959
New +$263K 0.3% 85

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Ipsen Advisor Group's MLRG Position: Q4 2022 in Review

Ipsen Advisor Group opened a new position in iShares MSCI USA ETF (MLRG) in Q4 2022: 4,959 shares worth $261K. The stake represents 0.3% of the portfolio and ranks #85 among its holdings.

132 funds tracked by Wall St. Rank hold MLRG as of Q4 2022.

  • Ipsen Advisor Group held 4,959 shares of iShares MSCI USA ETF worth $261K as of Q4 2022.
  • iShares MSCI USA ETF was a new Ipsen Advisor Group position in Q4 2022.
  • iShares MSCI USA ETF made up 0.3% of Ipsen Advisor Group's portfolio in Q4 2022, its #85 holding.
  • 132 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q4 2022.

Based on Ipsen Advisor Group's 13F filing for Q4 2022, filed 10 Feb 2023.