Olistico Wealth’s iShares MSCI USA ETF MLRG Stock Holding History

Olistico Wealth’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	$35.9K	Hold	340	–	–	0.02%	186
2026 Q2	$35.2K	Sell	340 -140	-29%	-$14.1K	0.02%	183
2026 Q1	$43.1K	Hold	480	–	–	0.02%	171
2025 Q4	$45.3K	Buy	+480	New	+$45K	0.02%	168
2025 Q3	–	Sell	-516	Closed	-$44.3K	–	206
2025 Q2	$44.3K	Hold	516	–	–	0.02%	179
2025 Q1	$39.9K	Hold	516	–	–	0.02%	175
2024 Q4	$41.9K	Hold	516	–	–	0.02%	167
2024 Q3	$40.9K	Hold	516	–	–	0.03%	172
2024 Q2	$38.8K	Buy	+516	New	+$37.3K	0.02%	175

Other funds holding MLRG

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Olistico Wealth's MLRG Position: Q3 2026 in Review

Olistico Wealth held its iShares MSCI USA ETF (MLRG) position steady in Q3 2026 at 340 shares worth $35.9K. The position accounts for 0.02% of the portfolio, ranked #186.

Olistico Wealth first reported a position in MLRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $45.3K in Q4 2025. 2 funds tracked by Wall St. Rank hold MLRG as of Q3 2026.

Olistico Wealth held 340 shares of iShares MSCI USA ETF worth $35.9K as of Q3 2026.
Olistico Wealth left its iShares MSCI USA ETF share count unchanged in Q3 2026.
iShares MSCI USA ETF made up 0.02% of Olistico Wealth's portfolio in Q3 2026, its #186 holding.
Olistico Wealth first reported a position in iShares MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's iShares MSCI USA ETF position peaked at $45.3K in Q4 2025.
2 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.