MUFG Americas’s iShares US Equity Factor ETF LRGF Stock Holding History

MUFG Americas’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
2022 Q4	–	Sell	-1,740	Closed	-$63K	–	500
2022 Q3	$63K	Hold	1,740	–	–	﹤0.01%	472
2022 Q2	$66K	Buy	1,740 +287	+20%	+$11.8K	﹤0.01%	484
2022 Q1	$65K	Hold	1,453	–	–	﹤0.01%	508
2021 Q4	$68K	Hold	1,453	–	–	﹤0.01%	506
2021 Q3	$61K	Hold	1,453	–	–	﹤0.01%	496
2021 Q2	$62K	Hold	1,453	–	–	﹤0.01%	467
2021 Q1	$59K	Hold	1,453	–	–	﹤0.01%	492
2020 Q4	$55K	Sell	1,453 -212	-13%	-$7.55K	﹤0.01%	495
2020 Q3	$55K	Buy	1,665 +453	+37%	+$14.9K	﹤0.01%	471
2020 Q2	$38K	Hold	1,212	–	–	﹤0.01%	513
2020 Q1	$32K	Hold	1,212	–	–	﹤0.01%	545
2019 Q4	$42K	Buy	1,212 +1,000	+472%	+$33.2K	﹤0.01%	558
2019 Q3	$7K	Hold	212	–	–	﹤0.01%	711
2019 Q2	$7K	Hold	212	–	–	﹤0.01%	716
2019 Q1	$7K	Buy	+212	New	+$6.41K	﹤0.01%	824

Other funds holding LRGF

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

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

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