Sandy Cove Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

Sandy Cove 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
2022 Q2	–	Sell	-315	Closed	-$20K	–	224
2022 Q1	$20K	Buy	+315	New	+$19.5K	0.02%	285

Other funds holding MLRG

Equitable Holdings New York $16.7B AUM 24.23% 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

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sandy Cove Advisors's MLRG Position: Q2 2022 in Review

Sandy Cove Advisors sold out of iShares MSCI USA ETF (MLRG) in Q2 2022, closing a stake of 315 shares — an estimated $20K sold.

Sandy Cove Advisors first reported a position in MLRG in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 124 funds tracked by Wall St. Rank hold MLRG as of Q2 2022.

Sandy Cove Advisors reported no remaining iShares MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
Sandy Cove Advisors sold 315 iShares MSCI USA ETF shares in Q2 2022, an estimated $20K.
Sandy Cove Advisors first reported a position in iShares MSCI USA ETF in Q1 2022 and held it in 1 quarter.
Sandy Cove Advisors's iShares MSCI USA ETF position peaked at $20K in Q1 2022.
124 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.