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Tortoise Investment Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Tortoise Investment Management’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
-1,296
Closed -$53.7K – 791
2023
Q1 		$53.7K Sell
1,296
-559
-30% -$22.7K 0.01% 328
2022
Q4 		$72.4K Buy
+1,855
New +$72.6K 0.01% 294

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
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tortoise Investment Management's LRGF Position: Q2 2023 in Review

Tortoise Investment Management sold out of iShares US Equity Factor ETF (LRGF) in Q2 2023, closing a stake of 1,296 shares — an estimated $53.7K sold.

Tortoise Investment Management first reported a position in LRGF in Q4 2022 and held it in 2 quarters. The position peaked at $72.4K in Q4 2022. 148 funds tracked by Wall St. Rank hold LRGF as of Q2 2023.

  • Tortoise Investment Management reported no remaining iShares US Equity Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Tortoise Investment Management sold 1,296 iShares US Equity Factor ETF shares in Q2 2023, an estimated $53.7K.
  • Tortoise Investment Management first reported a position in iShares US Equity Factor ETF in Q4 2022 and held it in 2 quarters.
  • Tortoise Investment Management's iShares US Equity Factor ETF position peaked at $72.4K in Q4 2022.
  • 148 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2023.

Based on Tortoise Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.