Vima LLC’s iShares MSCI USA ETF MLRG Stock Holding History

Vima LLC’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
2024 Q2	–	Sell	-728	Closed	-$41.1K	–	196
2024 Q1	$41.1K	Hold	728	–	–	0.05%	125
2023 Q4	$47.9K	Buy	+728	New	+$44.8K	0.11%	125

Other funds holding MLRG

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

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

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

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

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

Vima LLC's MLRG Position: Q2 2024 in Review

Vima LLC sold out of iShares MSCI USA ETF (MLRG) in Q2 2024, closing a stake of 728 shares — an estimated $41.1K sold.

Vima LLC first reported a position in MLRG in Q4 2023 and held it in 2 quarters. The position peaked at $47.9K in Q4 2023. 162 funds tracked by Wall St. Rank hold MLRG as of Q2 2024.

Vima LLC reported no remaining iShares MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
Vima LLC sold 728 iShares MSCI USA ETF shares in Q2 2024, an estimated $41.1K.
Vima LLC first reported a position in iShares MSCI USA ETF in Q4 2023 and held it in 2 quarters.
Vima LLC's iShares MSCI USA ETF position peaked at $47.9K in Q4 2023.
162 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2024.

Based on Vima LLC's 13F filing for Q2 2024, filed 8 Aug 2024.