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

Evermay 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
2021
Q4 		– Sell
-225
Closed -$9K – 525
2021
Q3 		$9K Sell
225
-425
-65% -$18.6K ﹤0.01% 391
2021
Q2 		$28K Buy
+650
New +$27.5K 0.01% 332

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Evermay Wealth Management's LRGF Position: Q4 2021 in Review

Evermay Wealth Management sold out of iShares US Equity Factor ETF (LRGF) in Q4 2021, closing a stake of 225 shares — an estimated $9K sold.

Evermay Wealth Management first reported a position in LRGF in Q2 2021 and held it in 2 quarters. The position peaked at $28K in Q2 2021. 133 funds tracked by Wall St. Rank hold LRGF as of Q4 2021.

  • Evermay Wealth Management reported no remaining iShares US Equity Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Evermay Wealth Management sold 225 iShares US Equity Factor ETF shares in Q4 2021, an estimated $9K.
  • Evermay Wealth Management first reported a position in iShares US Equity Factor ETF in Q2 2021 and held it in 2 quarters.
  • Evermay Wealth Management's iShares US Equity Factor ETF position peaked at $28K in Q2 2021.
  • 133 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2021.

Based on Evermay Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.