IRON Financial’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

IRON Financial’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
2023 Q1	–	Sell	-13,496	Closed	-$447K	–	114
2022 Q4	$447K	Sell	13,496 -351	-3%	-$12.6K	0.26%	58
2022 Q3	$477K	Sell	13,847 -271	-2%	-$10.4K	0.26%	60
2022 Q2	$508K	Sell	14,118 -5,687	-29%	-$224K	0.27%	55
2022 Q1	$902K	Sell	19,805 -56,073	-74%	-$2.52M	0.42%	36
2021 Q4	$3.85M	Buy	75,878 +3,822	+5%	+$195K	1.72%	13
2021 Q3	$3.5M	Sell	72,056 -6,034	-8%	-$304K	1.68%	13
2021 Q2	$3.88M	Sell	78,090 -5,835	-7%	-$279K	1.81%	13
2021 Q1	$3.83M	Sell	83,925 -86,652	-51%	-$3.9M	2.02%	14
2020 Q4	$7.51M	Sell	170,577 -1,387	-0.8%	-$57.5K	3.78%	10
2020 Q3	$6.8M	Sell	171,964 -7,081	-4%	-$272K	3.76%	10
2020 Q2	$6.41M	Buy	+179,045	New	+$5.98M	3.3%	10

Other funds holding CACG

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BPFA

Barnes Pettey Financial Advisors Clarksdale, Mississippi $319M AUM 23.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IRON Financial's CACG Position: Q1 2023 in Review

IRON Financial sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q1 2023, closing a stake of 13,496 shares — an estimated $447K sold.

IRON Financial first reported a position in CACG in Q2 2020 and held it in 11 quarters. The position peaked at $7.51M in Q4 2020. 37 funds tracked by Wall St. Rank hold CACG as of Q1 2023.

IRON Financial reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q1 2023 after selling out during the quarter.
IRON Financial sold 13,496 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q1 2023, an estimated $447K.
IRON Financial first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q2 2020 and held it in 11 quarters.
IRON Financial's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $7.51M in Q4 2020.
37 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q1 2023.

Based on IRON Financial's 13F filing for Q1 2023, filed 26 Apr 2023.