TC
MLRG

TAP Consulting’s iShares MSCI USA ETF MLRG Stock Holding History

TAP Consulting’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
2024
Q2 		– Sell
-3,006
Closed -$218K – 160
2024
Q1 		$218K Buy
+3,006
New +$207K 0.05% 148
2022
Q1 		– Sell
-3,015
Closed -$200K – 330
2021
Q4 		$200K Buy
+3,015
New +$195K 0.05% 136
2021
Q3 		– Sell
-5,379
Closed -$327K – 138
2021
Q2 		$327K Buy
5,379
+11
+0.2% +$649 0.09% 109
2021
Q1 		$301K Sell
5,368
-228
-4% -$12.5K 0.09% 107
2020
Q4 		$303K Sell
5,596
-1,332
-19% -$68.1K 0.11% 108
2020
Q3 		$338K Buy
6,928
+16
+0.2% +$763 0.13% 99
2020
Q2 		$302K Sell
6,912
-140
-2% -$5.78K 0.15% 94
2020
Q1 		$258K Sell
7,052
-36
-0.5% -$1.58K 0.17% 91
2019
Q4 		$327K Buy
7,088
+64
+0.9% +$2.81K 0.18% 88
2019
Q3 		$295K Buy
+7,024
New +$292K 0.17% 89
2019
Q1 		$435K Buy
+10,876
New +$418K 0.33% 69

Other funds holding MLRG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TAP Consulting's MLRG Position: Q2 2024 in Review

TAP Consulting sold out of iShares MSCI USA ETF (MLRG) in Q2 2024, closing a stake of 3,006 shares — an estimated $218K sold.

TAP Consulting first reported a position in MLRG in Q1 2019 and held it in 11 quarters. The position peaked at $435K in Q1 2019. 162 funds tracked by Wall St. Rank hold MLRG as of Q2 2024.

  • TAP Consulting reported no remaining iShares MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
  • TAP Consulting sold 3,006 iShares MSCI USA ETF shares in Q2 2024, an estimated $218K.
  • TAP Consulting first reported a position in iShares MSCI USA ETF in Q1 2019 and held it in 11 quarters.
  • TAP Consulting's iShares MSCI USA ETF position peaked at $435K in Q1 2019.
  • 162 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2024.

Based on TAP Consulting's 13F filing for Q2 2024, filed 6 Aug 2024.