TA
MLRG

TFB Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

TFB 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
2026
Q1 		– Sell
-4,442
Closed -$419K – 250
2025
Q4 		$419K Buy
4,442
+14
+0.3% +$1.31K 0.12% 192
2025
Q3 		$407K Buy
4,428
+270
+6% +$24K 0.12% 191
2025
Q2 		$357K Buy
4,158
+9
+0.2% +$712 0.09% 230
2025
Q1 		$321K Sell
4,149
-37
-0.9% -$3.01K 0.09% 237
2024
Q4 		$340K Buy
4,186
+3
+0.1% +$245 0.1% 223
2024
Q3 		$331K Hold
4,183
– – 0.1% 229
2024
Q2 		$314K Hold
4,183
– – 0.1% 215
2024
Q1 		$290K Sell
4,183
-461
-10% -$31.8K 0.11% 208
2023
Q4 		$305K Buy
+4,644
New +$285K 0.16% 123
2023
Q3 		– Sell
-4,985
Closed -$304K – 156
2023
Q2 		$304K Buy
+4,985
New +$288K 0.13% 177

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
EH
Equitable Holdings New York $16.7B AUM 24.23% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TFB Advisors's MLRG Position: Q1 2026 in Review

TFB Advisors sold out of iShares MSCI USA ETF (MLRG) in Q1 2026, closing a stake of 4,442 shares — an estimated $419K sold.

TFB Advisors first reported a position in MLRG in Q2 2023 and held it in 10 quarters. The position peaked at $419K in Q4 2025. 181 funds tracked by Wall St. Rank hold MLRG as of Q1 2026.

  • TFB Advisors reported no remaining iShares MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • TFB Advisors sold 4,442 iShares MSCI USA ETF shares in Q1 2026, an estimated $419K.
  • TFB Advisors first reported a position in iShares MSCI USA ETF in Q2 2023 and held it in 10 quarters.
  • TFB Advisors's iShares MSCI USA ETF position peaked at $419K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.