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Global Trust Asset Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Global Trust Asset 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
2024
Q4 		– Sell
-25
Closed -$1.47K – 533
2024
Q3 		$1.47K Hold
25
– – ﹤0.01% 452
2024
Q2 		$1.39K Hold
25
– – ﹤0.01% 432
2024
Q1 		$1.34K Hold
25
– – ﹤0.01% 424
2023
Q4 		$1.21K Buy
+25
New +$1.13K ﹤0.01% 418

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
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
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Global Trust Asset Management's LRGF Position: Q4 2024 in Review

Global Trust Asset Management sold out of iShares US Equity Factor ETF (LRGF) in Q4 2024, closing a stake of 25 shares — an estimated $1.47K sold.

Global Trust Asset Management first reported a position in LRGF in Q4 2023 and held it in 4 quarters. The position peaked at $1.47K in Q3 2024. 204 funds tracked by Wall St. Rank hold LRGF as of Q4 2024.

  • Global Trust Asset Management reported no remaining iShares US Equity Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Global Trust Asset Management sold 25 iShares US Equity Factor ETF shares in Q4 2024, an estimated $1.47K.
  • Global Trust Asset Management first reported a position in iShares US Equity Factor ETF in Q4 2023 and held it in 4 quarters.
  • Global Trust Asset Management's iShares US Equity Factor ETF position peaked at $1.47K in Q3 2024.
  • 204 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2024.

Based on Global Trust Asset Management's 13F filing for Q4 2024, filed 17 Jan 2025.