tru Independence’s iShares US Equity Factor ETF LRGF Stock Holding History

tru Independence’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 Q1	–	Sell	-3,122	Closed	-$118K	–	524
2020 Q4	$118K	Buy	+3,122	New	+$111K	0.21%	41
2020 Q3	–	Sell	-3,336	Closed	-$103	–	622
2020 Q2	$103	Buy	+3,336	New	+$99K	0.01%	303

Other funds holding LRGF

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

PFM

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

NAM

North American Management Boston, Massachusetts $738M AUM 49.23% 1-Year Est. Return

tru Independence's LRGF Position: Q1 2021 in Review

tru Independence sold out of iShares US Equity Factor ETF (LRGF) in Q1 2021, closing a stake of 3,122 shares — an estimated $118K sold.

tru Independence first reported a position in LRGF in Q2 2020 and held it in 2 quarters. The position peaked at $118K in Q4 2020. 122 funds tracked by Wall St. Rank hold LRGF as of Q1 2021.

tru Independence reported no remaining iShares US Equity Factor ETF position as of Q1 2021 after selling out during the quarter.
tru Independence sold 3,122 iShares US Equity Factor ETF shares in Q1 2021, an estimated $118K.
tru Independence first reported a position in iShares US Equity Factor ETF in Q2 2020 and held it in 2 quarters.
tru Independence's iShares US Equity Factor ETF position peaked at $118K in Q4 2020.
122 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.