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Total Clarity Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Total Clarity Wealth 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
2022
Q3 		– Sell
-97
Closed -$4K – 651
2022
Q2 		$4K Buy
+97
New +$3.98K ﹤0.01% 850

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
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Total Clarity Wealth Management's LRGF Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of iShares US Equity Factor ETF (LRGF) in Q3 2022, closing a stake of 97 shares — an estimated $4K sold.

Total Clarity Wealth Management first reported a position in LRGF in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 148 funds tracked by Wall St. Rank hold LRGF as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining iShares US Equity Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 97 iShares US Equity Factor ETF shares in Q3 2022, an estimated $4K.
  • Total Clarity Wealth Management first reported a position in iShares US Equity Factor ETF in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's iShares US Equity Factor ETF position peaked at $4K in Q2 2022.
  • 148 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.