Sanctuary Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

Sanctuary 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	$779K	Buy	7,511 +1	+0%	+$100	﹤0.01%	1645
2026 Q1	$675K	Buy	7,510 +2	+0%	+$188	﹤0.01%	1571
2025 Q4	$709K	Buy	7,508 +32	+0.4%	+$3K	﹤0.01%	1514
2025 Q3	$691K	Sell	7,476 -119	-2%	-$10.6K	﹤0.01%	1499
2025 Q2	$651K	Buy	7,595 +4	+0.1%	+$317	﹤0.01%	1466
2025 Q1	$586K	Buy	7,591 +4	+0.1%	+$326	﹤0.01%	1430
2024 Q4	$638K	Buy	7,587 +4	+0.1%	+$326	﹤0.01%	1546
2024 Q3	$628K	Buy	7,583 +7	+0.1%	+$535	﹤0.01%	1560
2024 Q2	$533K	Buy	+7,576	New	+$548K	﹤0.01%	1602

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

Sanctuary Advisors's MLRG Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares MSCI USA ETF (MLRG) stake by 0.01% in Q2 2026, buying an estimated $100 and bringing the position to 7,511 shares worth $779K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Sanctuary Advisors first reported a position in MLRG in Q2 2024 and has held it in 9 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

Sanctuary Advisors held 7,511 shares of iShares MSCI USA ETF worth $779K as of Q2 2026.
Sanctuary Advisors bought 1 iShares MSCI USA ETF share in Q2 2026, an estimated $100.
iShares MSCI USA ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1645 holding.
Sanctuary Advisors first reported a position in iShares MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.