LTI
MLRG

Laffer Tengler Investments’s iShares MSCI USA ETF MLRG Stock Holding History

Laffer Tengler Investments’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
2023
Q1 		– Sell
-744
Closed -$39.2K – 426
2022
Q4 		$39.2K Buy
+744
New +$39.4K 0.01% 327

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Laffer Tengler Investments's MLRG Position: Q1 2023 in Review

Laffer Tengler Investments sold out of iShares MSCI USA ETF (MLRG) in Q1 2023, closing a stake of 744 shares — an estimated $39.2K sold.

Laffer Tengler Investments first reported a position in MLRG in Q4 2022 and held it in 1 quarter. The position peaked at $39.2K in Q4 2022. 126 funds tracked by Wall St. Rank hold MLRG as of Q1 2023.

  • Laffer Tengler Investments reported no remaining iShares MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 744 iShares MSCI USA ETF shares in Q1 2023, an estimated $39.2K.
  • Laffer Tengler Investments first reported a position in iShares MSCI USA ETF in Q4 2022 and held it in 1 quarter.
  • Laffer Tengler Investments's iShares MSCI USA ETF position peaked at $39.2K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2023.

Based on Laffer Tengler Investments's 13F filing for Q1 2023, filed 9 May 2023.