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

Cardinal Point Wealth Management Partners’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
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

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cardinal Point Wealth Management Partners's LRGF Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its iShares US Equity Factor ETF (LRGF) stake by 7.8% in Q1 2023, buying an estimated $1.65M and bringing the position to 564,522 shares worth $23.4M. The position accounts for 7.11% of the portfolio, ranked #4.

Cardinal Point Wealth Management Partners first reported a position in LRGF in Q4 2022 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold LRGF as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 564,522 shares of iShares US Equity Factor ETF worth $23.4M as of Q1 2023.
  • Cardinal Point Wealth Management Partners bought 40,660 iShares US Equity Factor ETF shares in Q1 2023, an estimated $1.65M.
  • iShares US Equity Factor ETF made up 7.11% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #4 holding.
  • Cardinal Point Wealth Management Partners first reported a position in iShares US Equity Factor ETF in Q4 2022 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.