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McCarley & Cook Financial Planners’s iShares MSCI USA ETF MLRG Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$88.8K Hold
840
– – 0.07% 77
2026
Q2 		$87.1K Hold
840
– – 0.07% 76
2026
Q1 		$75.5K Hold
840
– – 0.07% 82
2025
Q4 		$79.3K Buy
+840
New +$78.7K 0.07% 70

Other funds holding MLRG

Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Center for Wealth Management Advisory
Center for Wealth Management Advisory Milford, Ohio $161M AUM 25.38% 1-Year Est. Return
Wealth Forward LLC
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
May Barnhard Investments
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
Silvia McColl Wealth Management
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

McCarley & Cook Financial Planners's MLRG Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its iShares MSCI USA ETF (MLRG) position steady in Q3 2026 at 840 shares worth $88.8K. The position accounts for 0.07% of the portfolio, ranked #77.

McCarley & Cook Financial Planners first reported a position in MLRG in Q4 2025 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold MLRG as of Q3 2026.

  • McCarley & Cook Financial Planners held 840 shares of iShares MSCI USA ETF worth $88.8K as of Q3 2026.
  • McCarley & Cook Financial Planners left its iShares MSCI USA ETF share count unchanged in Q3 2026.
  • iShares MSCI USA ETF made up 0.07% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #77 holding.
  • McCarley & Cook Financial Planners first reported a position in iShares MSCI USA ETF in Q4 2025 and has held it in 4 quarters since.
  • 61 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.