VFPW
MLRG

Vantage Financial Partners (Wisconsin)’s iShares MSCI USA ETF MLRG Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$636K Sell
6,734
-326
-5% -$30.5K 0.13% 98
2025
Q3 		$653K Sell
7,060
-279
-4% -$24.8K 0.14% 97
2025
Q2 		$630K Sell
7,339
-259
-3% -$20.5K 0.15% 99
2025
Q1 		$587K Sell
7,598
-260
-3% -$21.2K 0.15% 93
2024
Q4 		$638K Buy
7,858
+1,037
+15% +$84.6K 0.16% 85
2024
Q3 		$540K Buy
6,821
+3,660
+116% +$279K 0.13% 103
2024
Q2 		$238K Sell
3,161
-5,281
-63% -$382K 0.06% 126
2024
Q1 		$612K Sell
8,442
-1,615
-16% -$111K 0.16% 71
2023
Q4 		$661K Buy
10,057
+4,094
+69% +$252K 0.19% 55
2023
Q3 		$351K Sell
5,963
-4,205
-41% -$258K 0.14% 53
2023
Q2 		$621K Sell
10,168
-24,862
-71% -$1.43M 0.23% 30
2023
Q1 		$1.98M Buy
+35,030
New +$1.93M 0.79% 24

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

Vantage Financial Partners (Wisconsin)'s MLRG Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its iShares MSCI USA ETF (MLRG) stake by 4.6% in Q4 2025, selling an estimated $30.5K and leaving 6,734 shares worth $636K. The position accounts for 0.13% of the portfolio, ranked #98.

Vantage Financial Partners (Wisconsin) first reported a position in MLRG in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.98M in Q1 2023. 180 funds tracked by Wall St. Rank hold MLRG as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 6,734 shares of iShares MSCI USA ETF worth $636K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 326 iShares MSCI USA ETF shares in Q4 2025, an estimated $30.5K.
  • iShares MSCI USA ETF made up 0.13% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #98 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares MSCI USA ETF in Q1 2023 and has held it in 12 quarters since.
  • Vantage Financial Partners (Wisconsin)'s iShares MSCI USA ETF position peaked at $1.98M in Q1 2023.
  • 180 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.