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Dakota Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Dakota Wealth 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
2023
Q1 		– Sell
-7,963
Closed -$311K – 636
2022
Q4 		$311K Buy
+7,963
New +$311K 0.02% 442

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

Dakota Wealth Management's LRGF Position: Q1 2023 in Review

Dakota Wealth Management sold out of iShares US Equity Factor ETF (LRGF) in Q1 2023, closing a stake of 7,963 shares — an estimated $311K sold.

Dakota Wealth Management first reported a position in LRGF in Q4 2022 and held it in 1 quarter. The position peaked at $311K in Q4 2022. 149 funds tracked by Wall St. Rank hold LRGF as of Q1 2023.

  • Dakota Wealth Management reported no remaining iShares US Equity Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 7,963 iShares US Equity Factor ETF shares in Q1 2023, an estimated $311K.
  • Dakota Wealth Management first reported a position in iShares US Equity Factor ETF in Q4 2022 and held it in 1 quarter.
  • Dakota Wealth Management's iShares US Equity Factor ETF position peaked at $311K in Q4 2022.
  • 149 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2023.

Based on Dakota Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.