Golden State Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Golden State 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
2020 Q2	–	Sell	-493	Closed	-$13K	–	603
2020 Q1	$13K	Buy	+493	New	+$15.9K	0.01%	573
2019 Q4	–	Sell	-493	Closed	-$16K	–	565
2019 Q3	$16K	Hold	493	–	–	0.01%	657
2019 Q2	$15K	Hold	493	–	–	﹤0.01%	670
2019 Q1	$15K	Buy	+493	New	+$14.9K	0.01%	688

Other funds holding LRGF

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Golden State Wealth Management's LRGF Position: Q2 2020 in Review

Golden State Wealth Management sold out of iShares US Equity Factor ETF (LRGF) in Q2 2020, closing a stake of 493 shares — an estimated $13K sold.

Golden State Wealth Management first reported a position in LRGF in Q1 2019 and held it in 4 quarters. The position peaked at $16K in Q3 2019. 110 funds tracked by Wall St. Rank hold LRGF as of Q2 2020.

Golden State Wealth Management reported no remaining iShares US Equity Factor ETF position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 493 iShares US Equity Factor ETF shares in Q2 2020, an estimated $13K.
Golden State Wealth Management first reported a position in iShares US Equity Factor ETF in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's iShares US Equity Factor ETF position peaked at $16K in Q3 2019.
110 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.