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

Tiedemann 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
2019 Q4	–	Sell	-23,668	Closed	-$994K	–	315
2019 Q3	$994K	Hold	23,668	–	–	0.05%	173
2019 Q2	$980K	Hold	23,668	–	–	0.05%	156
2019 Q1	$947K	Hold	23,668	–	–	0.04%	223
2018 Q4	$844K	Hold	23,668	–	–	0.04%	225
2018 Q3	$999K	Sell	23,668 -128	-0.5%	-$5.23K	0.06%	168
2018 Q2	$922K	Sell	23,796 -2,128	-8%	-$82.8K	0.06%	171
2018 Q1	$994K	Buy	+25,924	New	+$1.04M	0.07%	148

Other funds holding MLRG

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tiedemann Advisors's MLRG Position: Q4 2019 in Review

Tiedemann Advisors sold out of iShares MSCI USA ETF (MLRG) in Q4 2019, closing a stake of 23,668 shares — an estimated $994K sold.

Tiedemann Advisors first reported a position in MLRG in Q1 2018 and held it in 7 quarters. The position peaked at $999K in Q3 2018. 120 funds tracked by Wall St. Rank hold MLRG as of Q4 2019.

Tiedemann Advisors reported no remaining iShares MSCI USA ETF position as of Q4 2019 after selling out during the quarter.
Tiedemann Advisors sold 23,668 iShares MSCI USA ETF shares in Q4 2019, an estimated $994K.
Tiedemann Advisors first reported a position in iShares MSCI USA ETF in Q1 2018 and held it in 7 quarters.
Tiedemann Advisors's iShares MSCI USA ETF position peaked at $999K in Q3 2018.
120 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q4 2019.

Based on Tiedemann Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.