Savant Capital’s iShares MSCI USA ETF MLRG Stock Holding History

Savant Capital’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	$426K	Sell	4,109 -1,548	-27%	-$155K	﹤0.01%	1303
2026 Q1	$508K	Sell	5,657 -829	-13%	-$77.9K	﹤0.01%	902
2025 Q4	$612K	Sell	6,486 -5,770	-47%	-$540K	﹤0.01%	755
2025 Q3	$1.13M	Sell	12,256 -1,207	-9%	-$107K	0.01%	537
2025 Q2	$1.15M	Buy	13,463 +251	+2%	+$19.9K	0.01%	480
2025 Q1	$1.02M	Buy	13,212 +4	+0%	+$326	0.01%	470
2024 Q4	$1.07M	Sell	13,208 -12,910	-49%	-$1.05M	0.01%	627
2024 Q3	$2.07M	Buy	+26,118	New	+$1.99M	0.02%	418

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

Savant Capital's MLRG Position: Q2 2026 in Review

Savant Capital reduced its iShares MSCI USA ETF (MLRG) stake by 27% in Q2 2026, selling an estimated $155K and leaving 4,109 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Savant Capital first reported a position in MLRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.07M in Q3 2024. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

Savant Capital held 4,109 shares of iShares MSCI USA ETF worth $426K as of Q2 2026.
Savant Capital sold 1,548 iShares MSCI USA ETF shares in Q2 2026, an estimated $155K.
iShares MSCI USA ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1303 holding.
Savant Capital first reported a position in iShares MSCI USA ETF in Q3 2024 and has held it in 8 quarters since.
Savant Capital's iShares MSCI USA ETF position peaked at $2.07M in Q3 2024.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.