MA
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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

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

MUFG Americas's LRGF Position: Q4 2022 in Review

MUFG Americas sold out of iShares US Equity Factor ETF (LRGF) in Q4 2022, closing a stake of 1,740 shares — an estimated $63K sold.

MUFG Americas first reported a position in LRGF in Q1 2019 and held it in 15 quarters. The position peaked at $68K in Q4 2021. 158 funds tracked by Wall St. Rank hold LRGF as of Q4 2022.

  • MUFG Americas reported no remaining iShares US Equity Factor ETF position as of Q4 2022 after selling out during the quarter.
  • MUFG Americas sold 1,740 iShares US Equity Factor ETF shares in Q4 2022, an estimated $63K.
  • MUFG Americas first reported a position in iShares US Equity Factor ETF in Q1 2019 and held it in 15 quarters.
  • MUFG Americas's iShares US Equity Factor ETF position peaked at $68K in Q4 2021.
  • 158 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.