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Essex LLC’s iShares US Equity Factor ETF LRGF Stock Holding History

Essex LLC’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
Q4 		– Sell
-6,659
Closed -$288K – 156
2023
Q3 		$288K Buy
+6,659
New +$299K 0.08% 129

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 $4B AUM 10.86% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PL
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Essex LLC's LRGF Position: Q4 2023 in Review

Essex LLC sold out of iShares US Equity Factor ETF (LRGF) in Q4 2023, closing a stake of 6,659 shares — an estimated $288K sold.

Essex LLC first reported a position in LRGF in Q3 2023 and held it in 1 quarter. The position peaked at $288K in Q3 2023. 155 funds tracked by Wall St. Rank hold LRGF as of Q4 2023.

  • Essex LLC reported no remaining iShares US Equity Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Essex LLC sold 6,659 iShares US Equity Factor ETF shares in Q4 2023, an estimated $288K.
  • Essex LLC first reported a position in iShares US Equity Factor ETF in Q3 2023 and held it in 1 quarter.
  • Essex LLC's iShares US Equity Factor ETF position peaked at $288K in Q3 2023.
  • 155 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2023.

Based on Essex LLC's 13F filing for Q4 2023, filed 29 Jan 2024.