T
MLRG

Tidemark’s iShares MSCI USA ETF MLRG Stock Holding History

Tidemark’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 		$56.7K Hold
547
– – 0.01% 294
2026
Q1 		$49.2K Sell
547
-61
-10% -$5.73K 0.01% 273
2025
Q4 		$57.4K Hold
608
– – 0.02% 225
2025
Q3 		$56.2K Hold
608
– – 0.02% 228
2025
Q2 		$52.2K Hold
608
– – 0.02% 234
2025
Q1 		$47K Hold
608
– – 0.02% 251
2024
Q4 		$49.3K Hold
608
– – 0.02% 236
2024
Q3 		$48.2K Hold
608
– – 0.02% 240
2024
Q2 		$45.7K Hold
608
– – 0.02% 228
2024
Q1 		$44.1K Hold
608
– – 0.02% 247
2023
Q4 		$40K Buy
+608
New +$37.4K 0.03% 256

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

Tidemark's MLRG Position: Q2 2026 in Review

Tidemark held its iShares MSCI USA ETF (MLRG) position steady in Q2 2026 at 547 shares worth $56.7K. The position accounts for 0.01% of the portfolio, ranked #294.

Tidemark first reported a position in MLRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $57.4K in Q4 2025. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

  • Tidemark held 547 shares of iShares MSCI USA ETF worth $56.7K as of Q2 2026.
  • Tidemark left its iShares MSCI USA ETF share count unchanged in Q2 2026.
  • iShares MSCI USA ETF made up 0.01% of Tidemark's portfolio in Q2 2026, its #294 holding.
  • Tidemark first reported a position in iShares MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • Tidemark's iShares MSCI USA ETF position peaked at $57.4K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

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