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Sentinel Pension Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Sentinel Pension Advisors’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
2021
Q2 		– Sell
-8,549
Closed -$421K – 96
2021
Q1 		$421K Buy
+8,549
New +$336K 0.15% 55

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Sentinel Pension Advisors's LRGF Position: Q2 2021 in Review

Sentinel Pension Advisors sold out of iShares US Equity Factor ETF (LRGF) in Q2 2021, closing a stake of 8,549 shares — an estimated $421K sold.

Sentinel Pension Advisors first reported a position in LRGF in Q1 2021 and held it in 1 quarter. The position peaked at $421K in Q1 2021. 122 funds tracked by Wall St. Rank hold LRGF as of Q2 2021.

  • Sentinel Pension Advisors reported no remaining iShares US Equity Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Sentinel Pension Advisors sold 8,549 iShares US Equity Factor ETF shares in Q2 2021, an estimated $421K.
  • Sentinel Pension Advisors first reported a position in iShares US Equity Factor ETF in Q1 2021 and held it in 1 quarter.
  • Sentinel Pension Advisors's iShares US Equity Factor ETF position peaked at $421K in Q1 2021.
  • 122 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2021.

Based on Sentinel Pension Advisors's 13F filing for Q2 2021, filed 12 Jul 2021.