TIM
MLRG

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

Tortoise 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
2025
Q4 		– Sell
-1,340
Closed -$124K – 796
2025
Q3 		$124K Hold
1,340
– – 0.01% 279
2025
Q2 		$115K Hold
1,340
– – 0.01% 278
2025
Q1 		$104K Hold
1,340
– – 0.01% 285
2024
Q4 		$109K Hold
1,340
– – 0.01% 295
2024
Q3 		$106K Hold
1,340
– – 0.01% 309
2024
Q2 		$101K Buy
+1,340
New +$96.9K 0.01% 299

Other funds holding MLRG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Tortoise Investment Management's MLRG Position: Q4 2025 in Review

Tortoise Investment Management sold out of iShares MSCI USA ETF (MLRG) in Q4 2025, closing a stake of 1,340 shares — an estimated $124K sold.

Tortoise Investment Management first reported a position in MLRG in Q2 2024 and held it in 6 quarters. The position peaked at $124K in Q3 2025. 180 funds tracked by Wall St. Rank hold MLRG as of Q4 2025.

  • Tortoise Investment Management reported no remaining iShares MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1,340 iShares MSCI USA ETF shares in Q4 2025, an estimated $124K.
  • Tortoise Investment Management first reported a position in iShares MSCI USA ETF in Q2 2024 and held it in 6 quarters.
  • Tortoise Investment Management's iShares MSCI USA ETF position peaked at $124K in Q3 2025.
  • 180 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.