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MLRG

NewEdge Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

NewEdge Advisors’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
2025
Q1 		– Sell
-3,345
Closed -$271K – 4039
2024
Q4 		$271K Hold
3,345
– – ﹤0.01% 1929
2024
Q3 		$265K Buy
+3,345
New +$255K ﹤0.01% 1876
2017
Q3 		– Sell
-2,360
Closed -$86.4K – 713
2017
Q2 		$86.4K Buy
+2,360
New +$85.3K 0.01% 442

Other funds holding MLRG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NewEdge Advisors's MLRG Position: Q1 2025 in Review

NewEdge Advisors sold out of iShares MSCI USA ETF (MLRG) in Q1 2025, closing a stake of 3,345 shares — an estimated $271K sold.

NewEdge Advisors first reported a position in MLRG in Q2 2017 and held it in 3 quarters. The position peaked at $271K in Q4 2024. 171 funds tracked by Wall St. Rank hold MLRG as of Q1 2025.

  • NewEdge Advisors reported no remaining iShares MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • NewEdge Advisors sold 3,345 iShares MSCI USA ETF shares in Q1 2025, an estimated $271K.
  • NewEdge Advisors first reported a position in iShares MSCI USA ETF in Q2 2017 and held it in 3 quarters.
  • NewEdge Advisors's iShares MSCI USA ETF position peaked at $271K in Q4 2024.
  • 171 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.