Wealthquest’s iShares MSCI USA ETF MLRG Stock Holding History

Wealthquest’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	$225K	Buy	+2,171	New	+$218K	0.01%	162
2025 Q1	–	Sell	-2,622	Closed	-$213K	–	138
2024 Q4	$213K	Sell	2,622 -85	-3%	-$6.94K	0.02%	122
2024 Q3	$213K	Sell	2,707 -461	-15%	-$35.2K	0.02%	122
2024 Q2	$238K	Sell	3,168 -162	-5%	-$11.7K	0.03%	114
2024 Q1	$241K	Sell	3,330 -877	-21%	-$60.4K	0.03%	116
2023 Q4	$277K	Sell	4,207 -1,549	-27%	-$95.2K	0.03%	114
2023 Q3	$339K	Sell	5,756 -188	-3%	-$11.5K	0.04%	94
2023 Q2	$363K	Sell	5,944 -6,597	-53%	-$381K	0.04%	84
2023 Q1	$707K	Sell	12,541 -364	-3%	-$20K	0.09%	64
2022 Q4	$679K	Sell	12,905 -24,835	-66%	-$1.31M	0.09%	65
2022 Q3	$1.86M	Sell	37,740 -202,476	-84%	-$11.1M	0.26%	39
2022 Q2	$12.5M	Buy	+240,216	New	+$13.6M	1.88%	13

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

Wealthquest's MLRG Position: Q2 2026 in Review

Wealthquest opened a new position in iShares MSCI USA ETF (MLRG) in Q2 2026: 2,171 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #162 among its holdings. This is a return to the name: Wealthquest previously reported a position in MLRG as recently as Q4 2024.

Wealthquest first reported a position in MLRG in Q2 2022 and has held it in 12 quarters since. The position peaked at $12.5M in Q2 2022. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

Wealthquest held 2,171 shares of iShares MSCI USA ETF worth $225K as of Q2 2026.
iShares MSCI USA ETF was a new Wealthquest position in Q2 2026.
iShares MSCI USA ETF made up 0.01% of Wealthquest's portfolio in Q2 2026, its #162 holding.
Wealthquest first reported a position in iShares MSCI USA ETF in Q2 2022 and has held it in 12 quarters since.
Wealthquest's iShares MSCI USA ETF position peaked at $12.5M in Q2 2022.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.