OneDigital Investment Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

OneDigital Investment 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
2026 Q2	$919K	Buy	8,865 +21	+0.2%	+$2.11K	0.01%	780
2026 Q1	$795K	Sell	8,844 -6,888	-44%	-$647K	0.01%	768
2025 Q4	$1.48M	Buy	15,732 +51	+0.3%	+$4.78K	0.01%	548
2025 Q3	$1.45M	Buy	15,681 +43	+0.3%	+$3.82K	0.01%	536
2025 Q2	$1.34M	Buy	15,638 +25	+0.2%	+$1.98K	0.01%	548
2025 Q1	$1.21M	Buy	15,613 +4	+0%	+$326	0.01%	548
2024 Q4	$1.27M	Buy	15,609 +52	+0.3%	+$4.24K	0.01%	557
2024 Q3	$1.23M	Buy	15,557 +30	+0.2%	+$2.29K	0.01%	588
2024 Q2	$1.17M	Buy	15,527 +8,527	+122%	+$617K	0.01%	568
2024 Q1	$507K	Buy	+7,000	New	+$482K	0.01%	736

Other funds holding MLRG

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OneDigital Investment Advisors's MLRG Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares MSCI USA ETF (MLRG) stake by 0.24% in Q2 2026, buying an estimated $2.11K and bringing the position to 8,865 shares worth $919K. The position accounts for 0.01% of the portfolio, ranked #780.

OneDigital Investment Advisors first reported a position in MLRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.48M in Q4 2025. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

OneDigital Investment Advisors held 8,865 shares of iShares MSCI USA ETF worth $919K as of Q2 2026.
OneDigital Investment Advisors bought 21 iShares MSCI USA ETF shares in Q2 2026, an estimated $2.11K.
iShares MSCI USA ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #780 holding.
OneDigital Investment Advisors first reported a position in iShares MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
OneDigital Investment Advisors's iShares MSCI USA ETF position peaked at $1.48M in Q4 2025.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.