WhitTier Trust Company’s iShares MSCI USA ETF MLRG Stock Holding History

WhitTier Trust Company’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
2017 Q2	–	Sell	-3,900	Closed	-$138K	–	927
2017 Q1	$138K	Hold	3,900	–	–	0.01%	382
2016 Q4	$129K	Hold	3,900	–	–	0.01%	392
2016 Q3	$125K	Hold	3,900	–	–	0.01%	391
2016 Q2	$120K	Hold	3,900	–	–	0.01%	402
2016 Q1	$116K	Hold	3,900	–	–	0.01%	404
2015 Q4	$116K	Hold	3,900	–	–	0.01%	406
2015 Q3	$109K	Hold	3,900	–	–	0.01%	408
2015 Q2	$118K	Hold	3,900	–	–	0.01%	418
2015 Q1	$118K	Hold	3,900	–	–	0.01%	422
2014 Q4	$120K	Hold	3,900	–	–	0.01%	415
2014 Q3	$112K	Hold	3,900	–	–	0.01%	423
2014 Q2	$111K	Hold	3,900	–	–	0.01%	428
2014 Q1	$108K	Hold	3,900	–	–	0.01%	427
2013 Q4	$105K	Hold	3,900	–	–	0.01%	420
2013 Q3	$97K	Hold	3,900	–	–	0.01%	414
2013 Q2	$94K	Buy	+3,900	New	+$93.5K	0.01%	415

Other funds holding MLRG

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

WhitTier Trust Company's MLRG Position: Q2 2017 in Review

WhitTier Trust Company sold out of iShares MSCI USA ETF (MLRG) in Q2 2017, closing a stake of 3,900 shares — an estimated $138K sold.

WhitTier Trust Company first reported a position in MLRG in Q2 2013 and held it in 16 quarters. The position peaked at $138K in Q1 2017. 78 funds tracked by Wall St. Rank hold MLRG as of Q2 2017.

WhitTier Trust Company reported no remaining iShares MSCI USA ETF position as of Q2 2017 after selling out during the quarter.
WhitTier Trust Company sold 3,900 iShares MSCI USA ETF shares in Q2 2017, an estimated $138K.
WhitTier Trust Company first reported a position in iShares MSCI USA ETF in Q2 2013 and held it in 16 quarters.
WhitTier Trust Company's iShares MSCI USA ETF position peaked at $138K in Q1 2017.
78 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2017.

Based on WhitTier Trust Company's 13F filing for Q2 2017, filed 20 Jul 2017.