Silvia McColl Wealth Management’s iShares MSCI USA ETF MLRG Stock Holding History

Silvia McColl Wealth Management’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	$1.64M	Sell	15,795 -1,720	-10%	-$173K	0.98%	32
2026 Q1	$1.57M	Hold	17,515	–	–	1.04%	29
2025 Q4	$1.65M	Sell	17,515 -1,800	-9%	-$169K	1.1%	27
2025 Q3	$1.79M	Hold	19,315	–	–	1.21%	24
2025 Q2	$1.66M	Hold	19,315	–	–	1.2%	20
2025 Q1	$1.49M	Hold	19,315	–	–	1.13%	20
2024 Q4	$1.57M	Hold	19,315	–	–	1.17%	21
2024 Q3	$1.53M	Hold	19,315	–	–	1.15%	20
2024 Q2	$1.45M	Hold	19,315	–	–	1.2%	20
2024 Q1	$1.38M	Hold	19,315	–	–	1.18%	19
2023 Q4	$1.27M	Hold	19,315	–	–	1.14%	19
2023 Q3	$1.14M	Hold	19,315	–	–	1.14%	21
2023 Q2	$1.18M	Hold	19,315	–	–	1.09%	20
2023 Q1	$1.09M	Hold	19,315	–	–	1.08%	22
2022 Q4	$1.02M	Buy	+19,315	New	+$1.02M	1%	27

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

Silvia McColl Wealth Management's MLRG Position: Q2 2026 in Review

Silvia McColl Wealth Management reduced its iShares MSCI USA ETF (MLRG) stake by 9.8% in Q2 2026, selling an estimated $173K and leaving 15,795 shares worth $1.64M. The position accounts for 0.98% of the portfolio, ranked #32.

Silvia McColl Wealth Management first reported a position in MLRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.79M in Q3 2025. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

Silvia McColl Wealth Management held 15,795 shares of iShares MSCI USA ETF worth $1.64M as of Q2 2026.
Silvia McColl Wealth Management sold 1,720 iShares MSCI USA ETF shares in Q2 2026, an estimated $173K.
iShares MSCI USA ETF made up 0.98% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #32 holding.
Silvia McColl Wealth Management first reported a position in iShares MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
Silvia McColl Wealth Management's iShares MSCI USA ETF position peaked at $1.79M in Q3 2025.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.