PMFA
MLRG

Plante Moran Financial Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

Plante Moran Financial 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
2020
Q2 		– Sell
-1,128
Closed -$41K – 802
2020
Q1 		$41K Hold
1,128
– – 0.02% 279
2019
Q4 		$52K Hold
1,128
– – 0.02% 320
2019
Q3 		$47K Hold
1,128
– – 0.01% 346
2019
Q2 		$47K Buy
+1,128
New +$46.1K 0.01% 353

Other funds holding MLRG

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Plante Moran Financial Advisors's MLRG Position: Q2 2020 in Review

Plante Moran Financial Advisors sold out of iShares MSCI USA ETF (MLRG) in Q2 2020, closing a stake of 1,128 shares — an estimated $41K sold.

Plante Moran Financial Advisors first reported a position in MLRG in Q2 2019 and held it in 4 quarters. The position peaked at $52K in Q4 2019. 114 funds tracked by Wall St. Rank hold MLRG as of Q2 2020.

  • Plante Moran Financial Advisors reported no remaining iShares MSCI USA ETF position as of Q2 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,128 iShares MSCI USA ETF shares in Q2 2020, an estimated $41K.
  • Plante Moran Financial Advisors first reported a position in iShares MSCI USA ETF in Q2 2019 and held it in 4 quarters.
  • Plante Moran Financial Advisors's iShares MSCI USA ETF position peaked at $52K in Q4 2019.
  • 114 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.