KWM
MLRG

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

Kaydan 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
2022
Q2 		– Sell
-3,576
Closed -$225K – 98
2022
Q1 		$225K Sell
3,576
-1,404
-28% -$86.9K 0.1% 95
2021
Q4 		$331K Buy
+4,980
New +$322K 0.13% 82

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
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kaydan Wealth Management's MLRG Position: Q2 2022 in Review

Kaydan Wealth Management sold out of iShares MSCI USA ETF (MLRG) in Q2 2022, closing a stake of 3,576 shares — an estimated $225K sold.

Kaydan Wealth Management first reported a position in MLRG in Q4 2021 and held it in 2 quarters. The position peaked at $331K in Q4 2021. 124 funds tracked by Wall St. Rank hold MLRG as of Q2 2022.

  • Kaydan Wealth Management reported no remaining iShares MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • Kaydan Wealth Management sold 3,576 iShares MSCI USA ETF shares in Q2 2022, an estimated $225K.
  • Kaydan Wealth Management first reported a position in iShares MSCI USA ETF in Q4 2021 and held it in 2 quarters.
  • Kaydan Wealth Management's iShares MSCI USA ETF position peaked at $331K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2022.

Based on Kaydan Wealth Management's 13F filing for Q2 2022, filed 24 Feb 2023.