MG
MLRG

Mather Group’s iShares MSCI USA ETF MLRG Stock Holding History

Mather 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
2026
Q2 		$103K Hold
993
– – ﹤0.01% 939
2026
Q1 		$89.2K Buy
+993
New +$93.3K ﹤0.01% 919
2025
Q4 		– Sell
-993
Closed -$91.8K – 1118
2025
Q3 		$91.8K Buy
+993
New +$88.3K ﹤0.01% 786
2025
Q2 		– Sell
-993
Closed -$76.7K – 1135
2025
Q1 		$76.7K Hold
993
– – ﹤0.01% 817
2024
Q4 		$80.6K Hold
993
– – ﹤0.01% 779
2024
Q3 		$78.7K Sell
993
-169
-15% -$12.9K ﹤0.01% 791
2024
Q2 		$84.2K Hold
1,162
– – ﹤0.01% 857
2024
Q1 		$76.4K Buy
+1,162
New +$80K ﹤0.01% 775

Other funds holding MLRG

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Mather Group's MLRG Position: Q2 2026 in Review

Mather Group held its iShares MSCI USA ETF (MLRG) position steady in Q2 2026 at 993 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Mather Group first reported a position in MLRG in Q1 2024 and has held it in 8 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

  • Mather Group held 993 shares of iShares MSCI USA ETF worth $103K as of Q2 2026.
  • Mather Group left its iShares MSCI USA ETF share count unchanged in Q2 2026.
  • iShares MSCI USA ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #939 holding.
  • Mather Group first reported a position in iShares MSCI USA ETF in Q1 2024 and has held it in 8 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.