Keystone Financial Services (Nebraska)’s iShares MSCI USA ETF MLRG Stock Holding History

Keystone Financial Services (Nebraska)’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	$1.12M	Sell	10,772 -299	-3%	-$30K	0.67%	23
2026 Q1	$995K	Sell	11,071 -29	-0.3%	-$2.73K	0.67%	25
2025 Q4	$1.05M	Sell	11,100 -98	-0.9%	-$9.18K	0.71%	26
2025 Q3	$1.03M	Sell	11,198 -49	-0.4%	-$4.36K	0.72%	26
2025 Q2	$965K	Buy	11,247 +2	+0%	+$158	0.73%	25
2025 Q1	$869K	Buy	11,245 +538	+5%	+$43.8K	0.74%	24
2024 Q4	$869K	Buy	+10,707	New	+$874K	0.8%	23

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

Keystone Financial Services (Nebraska)'s MLRG Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) reduced its iShares MSCI USA ETF (MLRG) stake by 2.7% in Q2 2026, selling an estimated $30K and leaving 10,772 shares worth $1.12M. The position accounts for 0.67% of the portfolio, ranked #23.

Keystone Financial Services (Nebraska) first reported a position in MLRG in Q4 2024 and has held it in 7 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

Keystone Financial Services (Nebraska) held 10,772 shares of iShares MSCI USA ETF worth $1.12M as of Q2 2026.
Keystone Financial Services (Nebraska) sold 299 iShares MSCI USA ETF shares in Q2 2026, an estimated $30K.
iShares MSCI USA ETF made up 0.67% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #23 holding.
Keystone Financial Services (Nebraska) first reported a position in iShares MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.