EverSource Wealth Advisors’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

EverSource Wealth Advisors’s Portfolio CACG Stock Details CACG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,750	Closed	-$112K	–	2765
2023 Q3	$112K	Hold	2,750	–	–	0.01%	535
2023 Q2	$116K	Hold	2,750	–	–	0.01%	530
2023 Q1	$104K	Sell	2,750 -300	-10%	-$10.8K	0.01%	537
2022 Q4	$101K	Buy	+3,050	New	+$110K	0.02%	506

Other funds holding CACG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BPFA

Barnes Pettey Financial Advisors Clarksdale, Mississippi $229M AUM 20.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EverSource Wealth Advisors's CACG Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q4 2023, closing a stake of 2,750 shares — an estimated $112K sold.

EverSource Wealth Advisors first reported a position in CACG in Q4 2022 and held it in 4 quarters. The position peaked at $116K in Q2 2023. 36 funds tracked by Wall St. Rank hold CACG as of Q4 2023.

EverSource Wealth Advisors reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q4 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 2,750 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q4 2023, an estimated $112K.
EverSource Wealth Advisors first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q4 2022 and held it in 4 quarters.
EverSource Wealth Advisors's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $116K in Q2 2023.
36 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.