LifePlan Financial Group’s iShares MSCI USA ETF MLRG Stock Holding History

LifePlan Financial Group’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	$13K	Hold	272	–	–	0.01%	384
2020 Q2	$12K	Hold	272	–	–	0.01%	395
2020 Q1	$10K	Hold	272	–	–	0.01%	399
2019 Q4	$13K	Hold	272	–	–	0.01%	395
2019 Q3	$11K	Hold	272	–	–	0.01%	404
2019 Q2	$11K	Hold	272	–	–	0.01%	397
2019 Q1	$11K	Hold	272	–	–	0.01%	398
2018 Q4	$10K	Hold	272	–	–	0.01%	385
2018 Q3	$11K	Hold	272	–	–	0.01%	380
2018 Q2	$10K	Hold	272	–	–	0.01%	379
2018 Q1	$10K	Buy	+272	New	+$10.9K	0.01%	367

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LifePlan Financial Group's MLRG Position: Q3 2020 in Review

LifePlan Financial Group held its iShares MSCI USA ETF (MLRG) position steady in Q3 2020 at 272 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #384.

LifePlan Financial Group first reported a position in MLRG in Q1 2018 and has held it in 11 quarters since. 114 funds tracked by Wall St. Rank hold MLRG as of Q3 2020.

LifePlan Financial Group held 272 shares of iShares MSCI USA ETF worth $13K as of Q3 2020.
LifePlan Financial Group left its iShares MSCI USA ETF share count unchanged in Q3 2020.
iShares MSCI USA ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #384 holding.
LifePlan Financial Group first reported a position in iShares MSCI USA ETF in Q1 2018 and has held it in 11 quarters since.
114 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.