PS
MLRG

Principal Securities’s iShares MSCI USA ETF MLRG Stock Holding History

Principal Securities’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
-399
Closed -$36.9K – 2396
2025
Q3 		$36.9K Hold
399
– – ﹤0.01% 2106
2025
Q2 		$34.2K Buy
399
+7
+2% +$554 ﹤0.01% 2058
2025
Q1 		$31.8K Hold
392
– – ﹤0.01% 1964
2024
Q4 		$31.8K Sell
392
-3
-0.8% -$245 ﹤0.01% 1961
2024
Q3 		$31.3K Buy
395
+271
+219% +$20.7K ﹤0.01% 1898
2024
Q2 		$9.32K Hold
124
– – ﹤0.01% 2425
2024
Q1 		$8.99K Hold
124
– – ﹤0.01% 2380
2023
Q4 		$8.15K Buy
+124
New +$7.62K ﹤0.01% 2350

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

Principal Securities's MLRG Position: Q4 2025 in Review

Principal Securities sold out of iShares MSCI USA ETF (MLRG) in Q4 2025, closing a stake of 399 shares — an estimated $36.9K sold.

Principal Securities first reported a position in MLRG in Q4 2023 and held it in 8 quarters. The position peaked at $36.9K in Q3 2025. 180 funds tracked by Wall St. Rank hold MLRG as of Q4 2025.

  • Principal Securities reported no remaining iShares MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 399 iShares MSCI USA ETF shares in Q4 2025, an estimated $36.9K.
  • Principal Securities first reported a position in iShares MSCI USA ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares MSCI USA ETF position peaked at $36.9K in Q3 2025.
  • 180 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.