First Horizon Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

First Horizon Advisors’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	-2,088	Closed	-$81.5K	–	2508
2022 Q4	$81.5K	Hold	2,088	–	–	﹤0.01%	687
2022 Q3	$75K	Hold	2,088	–	–	﹤0.01%	695
2022 Q2	$79K	Buy	+2,088	New	+$85.8K	﹤0.01%	764
2022 Q1	–	Sell	-2,088	Closed	-$97K	–	2053
2021 Q4	$97K	Buy	+2,088	New	+$93.4K	﹤0.01%	689
2018 Q4	–	Sell	-45,761	Closed	-$1.54M	–	1549
2018 Q3	$1.54M	Buy	+45,761	New	+$1.52M	0.12%	153

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 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

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

First Horizon Advisors's LRGF Position: Q1 2023 in Review

First Horizon Advisors sold out of iShares US Equity Factor ETF (LRGF) in Q1 2023, closing a stake of 2,088 shares — an estimated $81.5K sold.

First Horizon Advisors first reported a position in LRGF in Q3 2018 and held it in 5 quarters. The position peaked at $1.54M in Q3 2018. 149 funds tracked by Wall St. Rank hold LRGF as of Q1 2023.

First Horizon Advisors reported no remaining iShares US Equity Factor ETF position as of Q1 2023 after selling out during the quarter.
First Horizon Advisors sold 2,088 iShares US Equity Factor ETF shares in Q1 2023, an estimated $81.5K.
First Horizon Advisors first reported a position in iShares US Equity Factor ETF in Q3 2018 and held it in 5 quarters.
First Horizon Advisors's iShares US Equity Factor ETF position peaked at $1.54M in Q3 2018.
149 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2023.

Based on First Horizon Advisors's 13F filing for Q1 2023, filed 15 May 2023.