KPW
MLRG

Kore Private Wealth’s iShares MSCI USA ETF MLRG Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-1,792
Closed -$78K – 654
2020
Q2 		$78K Sell
1,792
-1,308
-42% -$54K 0.02% 372
2020
Q1 		$114K Buy
+3,100
New +$136K 0.03% 295

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

Kore Private Wealth's MLRG Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares MSCI USA ETF (MLRG) in Q3 2020, closing a stake of 1,792 shares — an estimated $78K sold.

Kore Private Wealth first reported a position in MLRG in Q1 2020 and held it in 2 quarters. The position peaked at $114K in Q1 2020. 114 funds tracked by Wall St. Rank hold MLRG as of Q3 2020.

  • Kore Private Wealth reported no remaining iShares MSCI USA ETF position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 1,792 iShares MSCI USA ETF shares in Q3 2020, an estimated $78K.
  • Kore Private Wealth first reported a position in iShares MSCI USA ETF in Q1 2020 and held it in 2 quarters.
  • Kore Private Wealth's iShares MSCI USA ETF position peaked at $114K in Q1 2020.
  • 114 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.