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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
Q3 		– Sell
-8,329
Closed -$259K – 462
2020
Q2 		$259K Buy
8,329
+7,836
+1,589% +$233K 0.07% 199
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 $2.28B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 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
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NAM
North American Management Boston, Massachusetts $738M AUM 49.23% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Golden State Wealth Management's LRGF Position: Q3 2020 in Review

Golden State Wealth Management sold out of iShares US Equity Factor ETF (LRGF) in Q3 2020, closing a stake of 8,329 shares — an estimated $259K sold.

Golden State Wealth Management first reported a position in LRGF in Q1 2019 and held it in 5 quarters. The position peaked at $259K in Q2 2020. 113 funds tracked by Wall St. Rank hold LRGF as of Q3 2020.

  • Golden State Wealth Management reported no remaining iShares US Equity Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 8,329 iShares US Equity Factor ETF shares in Q3 2020, an estimated $259K.
  • Golden State Wealth Management first reported a position in iShares US Equity Factor ETF in Q1 2019 and held it in 5 quarters.
  • Golden State Wealth Management's iShares US Equity Factor ETF position peaked at $259K in Q2 2020.
  • 113 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2020.

Based on Golden State Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.