NFH
MLRG

NEXT Financial Holdings’s iShares MSCI USA ETF MLRG Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$13K Buy
+316
New +$12.1K ﹤0.01% 1055

Other funds holding MLRG

Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

NEXT Financial Holdings's MLRG Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares MSCI USA ETF (MLRG) in Q1 2019: 316 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #1055 among its holdings.

100 funds tracked by Wall St. Rank hold MLRG as of Q1 2019.

  • NEXT Financial Holdings held 316 shares of iShares MSCI USA ETF worth $13K as of Q1 2019.
  • iShares MSCI USA ETF was a new NEXT Financial Holdings position in Q1 2019.
  • iShares MSCI USA ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1055 holding.
  • 100 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.