Pasadena Private Wealth’s iShares US Equity Factor ETF LRGF Stock Holding History

Pasadena Private Wealth’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 Q3	–	Sell	-168,796	Closed	-$6.4M	–	107
2022 Q2	$6.4M	Buy	+168,796	New	+$6.93M	2.19%	11
2020 Q2	–	Sell	-312,921	Closed	-$8.86M	–	83
2020 Q1	$8.86M	Buy	+312,921	New	+$10.1M	3.65%	7

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

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return