JWM
MLRG

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

Jackson 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
2024
Q1 		– Sell
-151,288
Closed -$9.95M – 152
2023
Q4 		$9.95M Buy
+151,288
New +$9.3M 1.31% 14

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jackson Wealth Management's MLRG Position: Q1 2024 in Review

Jackson Wealth Management sold out of iShares MSCI USA ETF (MLRG) in Q1 2024, closing a stake of 151,288 shares — an estimated $9.95M sold.

Jackson Wealth Management first reported a position in MLRG in Q4 2023 and held it in 1 quarter. The position peaked at $9.95M in Q4 2023. 153 funds tracked by Wall St. Rank hold MLRG as of Q1 2024.

  • Jackson Wealth Management reported no remaining iShares MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
  • Jackson Wealth Management sold 151,288 iShares MSCI USA ETF shares in Q1 2024, an estimated $9.95M.
  • Jackson Wealth Management first reported a position in iShares MSCI USA ETF in Q4 2023 and held it in 1 quarter.
  • Jackson Wealth Management's iShares MSCI USA ETF position peaked at $9.95M in Q4 2023.
  • 153 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2024.

Based on Jackson Wealth Management's 13F filing for Q1 2024, filed 11 Jun 2024.