Column Capital Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Column Capital Advisors’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 Q3	$8.45K	Hold	195	–	–	﹤0.01%	545
2023 Q2	$8.69K	Hold	195	–	–	﹤0.01%	552
2023 Q1	$8.08K	Hold	195	–	–	﹤0.01%	589
2022 Q4	$7.61K	Hold	195	–	–	﹤0.01%	567
2022 Q3	$7K	Hold	195	–	–	﹤0.01%	518
2022 Q2	$7K	Hold	195	–	–	﹤0.01%	528
2022 Q1	$9K	Hold	195	–	–	﹤0.01%	520
2021 Q4	$9K	Hold	195	–	–	﹤0.01%	522
2021 Q3	$8K	Hold	195	–	–	﹤0.01%	496
2021 Q2	$8K	Hold	195	–	–	﹤0.01%	494
2021 Q1	$8K	Hold	195	–	–	﹤0.01%	487
2020 Q4	$7K	Hold	195	–	–	﹤0.01%	500
2020 Q3	$6K	Buy	195 +68	+54%	+$2.23K	﹤0.01%	514
2020 Q2	$3K	Buy	+127	New	+$3.77K	﹤0.01%	631

Other funds holding LRGF

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

SWM

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

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

SFO

Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

PFA

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

Column Capital Advisors's LRGF Position: Q3 2023 in Review

Column Capital Advisors held its iShares US Equity Factor ETF (LRGF) position steady in Q3 2023 at 195 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Column Capital Advisors first reported a position in LRGF in Q2 2020 and has held it in 14 quarters since. The position peaked at $9K in Q1 2022. 156 funds tracked by Wall St. Rank hold LRGF as of Q3 2023.

Column Capital Advisors held 195 shares of iShares US Equity Factor ETF worth $8.45K as of Q3 2023.
Column Capital Advisors left its iShares US Equity Factor ETF share count unchanged in Q3 2023.
iShares US Equity Factor ETF made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #545 holding.
Column Capital Advisors first reported a position in iShares US Equity Factor ETF in Q2 2020 and has held it in 14 quarters since.
Column Capital Advisors's iShares US Equity Factor ETF position peaked at $9K in Q1 2022.
156 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.