Kingswood Wealth Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

Kingswood Wealth Advisors’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	$254K	Hold	2,450	–	–	0.01%	854
2026 Q1	$220K	Hold	2,450	–	–	0.01%	845
2025 Q4	$231K	Hold	2,450	–	–	0.01%	767
2025 Q3	$226K	Sell	2,450 -400	-14%	-$35.6K	0.01%	725
2025 Q2	$245K	Hold	2,850	–	–	0.02%	633
2025 Q1	$220K	Sell	2,850 -613	-18%	-$49.9K	0.02%	653
2024 Q4	$281K	Buy	+3,463	New	+$283K	0.02%	630

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

Kingswood Wealth Advisors's MLRG Position: Q2 2026 in Review

Kingswood Wealth Advisors held its iShares MSCI USA ETF (MLRG) position steady in Q2 2026 at 2,450 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #854.

Kingswood Wealth Advisors first reported a position in MLRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $281K in Q4 2024. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

Kingswood Wealth Advisors held 2,450 shares of iShares MSCI USA ETF worth $254K as of Q2 2026.
Kingswood Wealth Advisors left its iShares MSCI USA ETF share count unchanged in Q2 2026.
iShares MSCI USA ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #854 holding.
Kingswood Wealth Advisors first reported a position in iShares MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
Kingswood Wealth Advisors's iShares MSCI USA ETF position peaked at $281K in Q4 2024.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.