IAA
CACG

Independent Advisor Alliance’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

Independent Advisor Alliance’s Portfolio CACG Stock Details CACG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-23,134
Closed -$797K – 900
2019
Q4 		$797K Buy
+23,134
New +$765K 0.03% 429

Other funds holding CACG

AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Independent Advisor Alliance's CACG Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q1 2020, closing a stake of 23,134 shares — an estimated $797K sold.

Independent Advisor Alliance first reported a position in CACG in Q4 2019 and held it in 1 quarter. The position peaked at $797K in Q4 2019. 33 funds tracked by Wall St. Rank hold CACG as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 23,134 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q1 2020, an estimated $797K.
  • Independent Advisor Alliance first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $797K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.