Good Life Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Good Life 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
2020 Q3	–	Sell	-13,448	Closed	-$420K	–	262
2020 Q2	$420K	Sell	13,448 -4,670	-26%	-$139K	0.13%	126
2020 Q1	$476K	Sell	18,118 -676	-4%	-$21.8K	0.17%	104
2019 Q4	$650K	Sell	18,794 -217	-1%	-$7.2K	0.18%	98
2019 Q3	$609K	Sell	19,011 -572	-3%	-$18.2K	0.19%	98
2019 Q2	$627K	Sell	19,583 -858	-4%	-$26.8K	0.18%	100
2019 Q1	$635K	Buy	20,441 +11,306	+124%	+$342K	0.19%	98
2018 Q4	$254K	Buy	9,135 +203	+2%	+$6.25K	0.08%	185
2018 Q3	$300K	Buy	+8,932	New	+$298K	0.09%	173

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Good Life Advisors's LRGF Position: Q3 2020 in Review

Good Life Advisors sold out of iShares US Equity Factor ETF (LRGF) in Q3 2020, closing a stake of 13,448 shares — an estimated $420K sold.

Good Life Advisors first reported a position in LRGF in Q3 2018 and held it in 8 quarters. The position peaked at $650K in Q4 2019. 113 funds tracked by Wall St. Rank hold LRGF as of Q3 2020.

Good Life Advisors reported no remaining iShares US Equity Factor ETF position as of Q3 2020 after selling out during the quarter.
Good Life Advisors sold 13,448 iShares US Equity Factor ETF shares in Q3 2020, an estimated $420K.
Good Life Advisors first reported a position in iShares US Equity Factor ETF in Q3 2018 and held it in 8 quarters.
Good Life Advisors's iShares US Equity Factor ETF position peaked at $650K in Q4 2019.
113 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2020.

Based on Good Life Advisors's 13F filing for Q3 2020, filed 19 Oct 2020.