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

Pure 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
2026 Q2	$353K	Sell	3,408 -25	-0.7%	-$2.51K	﹤0.01%	456
2026 Q1	$308K	Sell	3,433 -281	-8%	-$26.4K	﹤0.01%	453
2025 Q4	$350K	Hold	3,714	–	–	0.01%	387
2025 Q3	$343K	Buy	+3,714	New	+$330K	0.01%	372

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

Pure Financial Advisors's MLRG Position: Q2 2026 in Review

Pure Financial Advisors reduced its iShares MSCI USA ETF (MLRG) stake by 0.73% in Q2 2026, selling an estimated $2.51K and leaving 3,408 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Pure Financial Advisors first reported a position in MLRG in Q3 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

Pure Financial Advisors held 3,408 shares of iShares MSCI USA ETF worth $353K as of Q2 2026.
Pure Financial Advisors sold 25 iShares MSCI USA ETF shares in Q2 2026, an estimated $2.51K.
iShares MSCI USA ETF made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #456 holding.
Pure Financial Advisors first reported a position in iShares MSCI USA ETF in Q3 2025 and has held it in 4 quarters since.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.