SIM
MLRG

Synergy Investment Management’s iShares MSCI USA ETF MLRG Stock Holding History

Synergy Investment 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 		$148K Sell
1,425
-8
-0.6% -$803 0.04% 208
2026
Q1 		$129K Buy
+1,433
New +$135K 0.04% 177
2025
Q2 		– Sell
-2,846
Closed -$220K – 310
2025
Q1 		$220K Hold
2,846
– – 0.09% 114
2024
Q4 		$231K Buy
+2,846
New +$232K 0.1% 105

Other funds holding MLRG

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Synergy Investment Management's MLRG Position: Q2 2026 in Review

Synergy Investment Management reduced its iShares MSCI USA ETF (MLRG) stake by 0.56% in Q2 2026, selling an estimated $803 and leaving 1,425 shares worth $148K. The position accounts for 0.04% of the portfolio, ranked #208.

Synergy Investment Management first reported a position in MLRG in Q4 2024 and has held it in 4 quarters since. The position peaked at $231K in Q4 2024. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

  • Synergy Investment Management held 1,425 shares of iShares MSCI USA ETF worth $148K as of Q2 2026.
  • Synergy Investment Management sold 8 iShares MSCI USA ETF shares in Q2 2026, an estimated $803.
  • iShares MSCI USA ETF made up 0.04% of Synergy Investment Management's portfolio in Q2 2026, its #208 holding.
  • Synergy Investment Management first reported a position in iShares MSCI USA ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's iShares MSCI USA ETF position peaked at $231K in Q4 2024.
  • 191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.