Cardinal Point Capital Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Cardinal Point Capital Management’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
2026 Q2	$55.7M	Buy	736,666 +4,777	+0.7%	+$349K	3.16%	7
2026 Q1	$48.3M	Sell	731,889 -9,298	-1%	-$638K	2.96%	7
2025 Q4	$51.5M	Buy	741,187 +18,431	+3%	+$1.28M	3.36%	7
2025 Q3	$49.4M	Buy	722,756 +25,142	+4%	+$1.67M	3.46%	7
2025 Q2	$44.7M	Buy	697,614 +16,598	+2%	+$984K	3.54%	7
2025 Q1	$39.4M	Buy	681,016 +5,852	+0.9%	+$357K	3.62%	6
2024 Q4	$40.7M	Buy	675,164 +42,378	+7%	+$2.57M	6.47%	4
2024 Q3	$37.2M	Buy	632,786 +20,633	+3%	+$1.17M	6.2%	5
2024 Q2	$34.1M	Buy	612,153 +16,521	+3%	+$887K	5.93%	5
2024 Q1	$32.1M	Buy	595,632 +25,600	+4%	+$1.3M	6.1%	5
2023 Q4	$27.5M	Buy	570,032 +6,840	+1%	+$308K	6.66%	5
2023 Q3	$24.5M	Buy	563,192 +15,660	+3%	+$702K	6.41%	5
2023 Q2	$24.4M	Sell	547,532 -16,990	-3%	-$716K	7.34%	4
2023 Q1	$23.4M	Buy	564,522 +40,660	+8%	+$1.65M	7.11%	4
2022 Q4	$20.4M	Buy	+523,862	New	+$20.5M	7.06%	4

Other funds holding LRGF

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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return