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

Lake Street 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
2021 Q1	–	Sell	-3,900	Closed	-$211K	–	205
2020 Q4	$211K	Buy	+3,900	New	+$200K	0.06%	188

Other funds holding MLRG

Equitable Holdings New York $16.7B AUM 24.23% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Lake Street Private Wealth's MLRG Position: Q1 2021 in Review

Lake Street Private Wealth sold out of iShares MSCI USA ETF (MLRG) in Q1 2021, closing a stake of 3,900 shares — an estimated $211K sold.

Lake Street Private Wealth first reported a position in MLRG in Q4 2020 and held it in 1 quarter. The position peaked at $211K in Q4 2020. 123 funds tracked by Wall St. Rank hold MLRG as of Q1 2021.

Lake Street Private Wealth reported no remaining iShares MSCI USA ETF position as of Q1 2021 after selling out during the quarter.
Lake Street Private Wealth sold 3,900 iShares MSCI USA ETF shares in Q1 2021, an estimated $211K.
Lake Street Private Wealth first reported a position in iShares MSCI USA ETF in Q4 2020 and held it in 1 quarter.
Lake Street Private Wealth's iShares MSCI USA ETF position peaked at $211K in Q4 2020.
123 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2021.

Based on Lake Street Private Wealth's 13F filing for Q1 2021, filed 16 Apr 2021.