Braun-Bostich & Associates’s iShares US Equity Factor ETF LRGF Stock Holding History

Braun-Bostich & Associates’s Portfolio LRGF Stock Details LRGF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-445	Closed	-$14K	–	325
2019 Q1	$14K	Hold	445	–	–	0.01%	254
2018 Q4	$12K	Hold	445	–	–	0.01%	248
2018 Q3	$15K	Hold	445	–	–	0.01%	250
2018 Q2	$14K	Hold	445	–	–	0.01%	238
2018 Q1	$14K	Buy	+445	New	+$14.4K	0.01%	240

Other funds holding LRGF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Braun-Bostich & Associates's LRGF Position: Q2 2019 in Review

Braun-Bostich & Associates sold out of iShares US Equity Factor ETF (LRGF) in Q2 2019, closing a stake of 445 shares — an estimated $14K sold.

Braun-Bostich & Associates first reported a position in LRGF in Q1 2018 and held it in 5 quarters. The position peaked at $15K in Q3 2018. 121 funds tracked by Wall St. Rank hold LRGF as of Q2 2019.

Braun-Bostich & Associates reported no remaining iShares US Equity Factor ETF position as of Q2 2019 after selling out during the quarter.
Braun-Bostich & Associates sold 445 iShares US Equity Factor ETF shares in Q2 2019, an estimated $14K.
Braun-Bostich & Associates first reported a position in iShares US Equity Factor ETF in Q1 2018 and held it in 5 quarters.
Braun-Bostich & Associates's iShares US Equity Factor ETF position peaked at $15K in Q3 2018.
121 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2019.

Based on Braun-Bostich & Associates's 13F filing for Q2 2019, filed 14 Aug 2019.