Fiera Capital (Canada)
LRGF icon

Fiera Capital (Canada)’s iShares US Equity Factor ETF LRGF Stock Holding History

Fiera Capital (Canada)’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
-9,450
Closed -$398K – 605
2021
Q3 		$398K Sell
9,450
-1,700
-15% -$74.4K ﹤0.01% 495
2021
Q2 		$478K Hold
11,150
– – ﹤0.01% 503
2021
Q1 		$453K Hold
11,150
– – ﹤0.01% 487
2020
Q4 		$420K Hold
11,150
– – ﹤0.01% 552
2020
Q3 		$370K Hold
11,150
– – ﹤0.01% 515
2020
Q2 		$346K Hold
11,150
– – ﹤0.01% 527
2020
Q1 		$295K Hold
11,150
– – ﹤0.01% 534
2019
Q4 		$384K Hold
11,150
– – ﹤0.01% 552
2019
Q3 		$356K Hold
11,150
– – ﹤0.01% 534
2019
Q2 		$354K Buy
11,150
+2,025
+22% +$63.2K ﹤0.01% 534
2019
Q1 		$283K Hold
9,125
– – ﹤0.01% 593
2018
Q4 		$254K Hold
9,125
– – ﹤0.01% 598
2018
Q3 		$307K Buy
+9,125
New +$304K ﹤0.01% 613

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 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 $424B AUM 22.96% 1-Year Est. Return

Fiera Capital (Canada)'s LRGF Position: Q4 2021 in Review

Fiera Capital (Canada) sold out of iShares US Equity Factor ETF (LRGF) in Q4 2021, closing a stake of 9,450 shares — an estimated $398K sold.

Fiera Capital (Canada) first reported a position in LRGF in Q3 2018 and held it in 13 quarters. The position peaked at $478K in Q2 2021. 133 funds tracked by Wall St. Rank hold LRGF as of Q4 2021.

  • Fiera Capital (Canada) reported no remaining iShares US Equity Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Fiera Capital (Canada) sold 9,450 iShares US Equity Factor ETF shares in Q4 2021, an estimated $398K.
  • Fiera Capital (Canada) first reported a position in iShares US Equity Factor ETF in Q3 2018 and held it in 13 quarters.
  • Fiera Capital (Canada)'s iShares US Equity Factor ETF position peaked at $478K in Q2 2021.
  • 133 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2021.

Based on Fiera Capital (Canada)'s 13F filing for Q4 2021, filed 8 Feb 2022.