Prudential Financial’s iShares US Equity Factor ETF LRGF Stock Holding History

Prudential Financial’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
2023 Q2	–	Sell	-6,756	Closed	-$280K	–	2663
2023 Q1	$280K	Sell	6,756 -158	-2%	-$6.43K	﹤0.01%	2292
2022 Q4	$270K	Sell	6,914 -59	-0.8%	-$2.31K	﹤0.01%	2302
2022 Q3	$256K	Sell	6,973 -3,956	-36%	-$159K	﹤0.01%	2375
2022 Q2	$418K	Buy	10,929 +323	+3%	+$13.3K	﹤0.01%	2206
2022 Q1	$472K	Sell	10,606 -1,672	-14%	-$73.4K	﹤0.01%	2227
2021 Q4	$556K	Buy	12,278 +223	+2%	+$9.98K	﹤0.01%	2161
2021 Q3	$527K	Sell	12,055 -299	-2%	-$13.1K	﹤0.01%	2123
2021 Q2	$529K	Sell	12,354 -264	-2%	-$11.2K	﹤0.01%	2111
2021 Q1	$513K	Sell	12,618 -10,889	-46%	-$428K	﹤0.01%	2121
2020 Q4	$886K	Buy	23,507 +4,661	+25%	+$166K	﹤0.01%	1809
2020 Q3	$626K	Buy	+18,846	New	+$619K	﹤0.01%	1868

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

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

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

SFO

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 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

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

Prudential Financial's LRGF Position: Q2 2023 in Review

Prudential Financial sold out of iShares US Equity Factor ETF (LRGF) in Q2 2023, closing a stake of 6,756 shares — an estimated $280K sold.

Prudential Financial first reported a position in LRGF in Q3 2020 and held it in 11 quarters. The position peaked at $886K in Q4 2020. 148 funds tracked by Wall St. Rank hold LRGF as of Q2 2023.

Prudential Financial reported no remaining iShares US Equity Factor ETF position as of Q2 2023 after selling out during the quarter.
Prudential Financial sold 6,756 iShares US Equity Factor ETF shares in Q2 2023, an estimated $280K.
Prudential Financial first reported a position in iShares US Equity Factor ETF in Q3 2020 and held it in 11 quarters.
Prudential Financial's iShares US Equity Factor ETF position peaked at $886K in Q4 2020.
148 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2023.

Based on Prudential Financial's 13F filing for Q2 2023, filed 11 Aug 2023.