WP
MLRG

WealthShield Partners’s iShares MSCI USA ETF MLRG Stock Holding History

WealthShield Partners’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
2019
Q1 		– Sell
-100
Closed -$4K – 277
2018
Q4 		$4K Hold
100
– – ﹤0.01% 223
2018
Q3 		$4K Sell
100
-336
-77% -$13.7K ﹤0.01% 232
2018
Q2 		$17K Hold
436
– – 0.01% 189
2018
Q1 		$17K Hold
436
– – 0.01% 185
2017
Q4 		$17K Buy
+436
New +$17K 0.01% 184

Other funds holding MLRG

Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

WealthShield Partners's MLRG Position: Q1 2019 in Review

WealthShield Partners sold out of iShares MSCI USA ETF (MLRG) in Q1 2019, closing a stake of 100 shares — an estimated $4K sold.

WealthShield Partners first reported a position in MLRG in Q4 2017 and held it in 5 quarters. The position peaked at $17K in Q2 2018. 100 funds tracked by Wall St. Rank hold MLRG as of Q1 2019.

  • WealthShield Partners reported no remaining iShares MSCI USA ETF position as of Q1 2019 after selling out during the quarter.
  • WealthShield Partners sold 100 iShares MSCI USA ETF shares in Q1 2019, an estimated $4K.
  • WealthShield Partners first reported a position in iShares MSCI USA ETF in Q4 2017 and held it in 5 quarters.
  • WealthShield Partners's iShares MSCI USA ETF position peaked at $17K in Q2 2018.
  • 100 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2019.

Based on WealthShield Partners's 13F filing for Q1 2019, filed 14 May 2019.