United Capital Financial Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

United Capital Financial 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 Q2	$375K	Hold	3,616	–	–	﹤0.01%	1264
2026 Q1	$325K	Buy	3,616 +64	+2%	+$6.01K	﹤0.01%	1309
2025 Q4	$335K	Buy	+3,552	New	+$333K	﹤0.01%	1122
2022 Q2	–	Sell	-3,552	Closed	-$223K	–	1156
2022 Q1	$223K	Hold	3,552	–	–	﹤0.01%	1088
2021 Q4	$236K	Hold	3,552	–	–	﹤0.01%	1098
2021 Q3	$216K	Sell	3,552 -324	-8%	-$20.2K	﹤0.01%	1117
2021 Q2	$235K	Hold	3,876	–	–	﹤0.01%	1103
2021 Q1	$217K	Hold	3,876	–	–	﹤0.01%	1093
2020 Q4	$210K	Buy	+3,876	New	+$198K	﹤0.01%	1114
2020 Q1	–	Sell	-4,932	Closed	-$227K	–	1280
2019 Q4	$227K	Sell	4,932 -64	-1%	-$2.81K	﹤0.01%	1245
2019 Q3	$210K	Buy	+4,996	New	+$208K	﹤0.01%	1177

Other funds holding MLRG

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

United Capital Financial Advisors's MLRG Position: Q2 2026 in Review

United Capital Financial Advisors held its iShares MSCI USA ETF (MLRG) position steady in Q2 2026 at 3,616 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

United Capital Financial Advisors first reported a position in MLRG in Q3 2019 and has held it in 11 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

United Capital Financial Advisors held 3,616 shares of iShares MSCI USA ETF worth $375K as of Q2 2026.
United Capital Financial Advisors left its iShares MSCI USA ETF share count unchanged in Q2 2026.
iShares MSCI USA ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1264 holding.
United Capital Financial Advisors first reported a position in iShares MSCI USA ETF in Q3 2019 and has held it in 11 quarters since.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.