PPA
MLRG

Painted Porch Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

Painted Porch 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
Q4 		– Sell
-122
Closed -$11.3K – 233
2025
Q3 		$11.3K Hold
122
– – ﹤0.01% 272
2025
Q2 		$10.5K Sell
122
-96
-44% -$7.6K ﹤0.01% 274
2025
Q1 		$16.8K Buy
218
+96
+79% +$7.82K 0.01% 242
2024
Q4 		$9.9K Hold
122
– – ﹤0.01% 265
2024
Q3 		$9.67K Hold
122
– – ﹤0.01% 248
2024
Q2 		$9.17K Buy
+122
New +$8.82K 0.01% 222

Other funds holding MLRG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Painted Porch Advisors's MLRG Position: Q4 2025 in Review

Painted Porch Advisors sold out of iShares MSCI USA ETF (MLRG) in Q4 2025, closing a stake of 122 shares — an estimated $11.3K sold.

Painted Porch Advisors first reported a position in MLRG in Q2 2024 and held it in 6 quarters. The position peaked at $16.8K in Q1 2025. 180 funds tracked by Wall St. Rank hold MLRG as of Q4 2025.

  • Painted Porch Advisors reported no remaining iShares MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • Painted Porch Advisors sold 122 iShares MSCI USA ETF shares in Q4 2025, an estimated $11.3K.
  • Painted Porch Advisors first reported a position in iShares MSCI USA ETF in Q2 2024 and held it in 6 quarters.
  • Painted Porch Advisors's iShares MSCI USA ETF position peaked at $16.8K in Q1 2025.
  • 180 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.