United Capital Financial Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

United Capital Financial 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	-6,018	Closed	-$245K	–	1244
2021 Q1	$245K	Sell	6,018 -38	-0.6%	-$1.49K	﹤0.01%	1043
2020 Q4	$228K	Sell	6,056 -5,801	-49%	-$207K	﹤0.01%	1089
2020 Q3	$394K	Sell	11,857 -377	-3%	-$12.4K	﹤0.01%	888
2020 Q2	$380K	Sell	12,234 -2,952	-19%	-$87.6K	﹤0.01%	950
2020 Q1	$402K	Hold	15,186	–	–	﹤0.01%	893
2019 Q4	$524K	Sell	15,186 -266	-2%	-$8.83K	﹤0.01%	975
2019 Q3	$493K	Sell	15,452 -2,533	-14%	-$80.5K	﹤0.01%	958
2019 Q2	$571K	Buy	17,985 +1,627	+10%	+$50.8K	﹤0.01%	1004
2019 Q1	$508K	Buy	+16,358	New	+$495K	﹤0.01%	975

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

PFM

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 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

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

United Capital Financial Advisors's LRGF Position: Q2 2021 in Review

United Capital Financial Advisors sold out of iShares US Equity Factor ETF (LRGF) in Q2 2021, closing a stake of 6,018 shares — an estimated $245K sold.

United Capital Financial Advisors first reported a position in LRGF in Q1 2019 and held it in 9 quarters. The position peaked at $571K in Q2 2019. 122 funds tracked by Wall St. Rank hold LRGF as of Q2 2021.

United Capital Financial Advisors reported no remaining iShares US Equity Factor ETF position as of Q2 2021 after selling out during the quarter.
United Capital Financial Advisors sold 6,018 iShares US Equity Factor ETF shares in Q2 2021, an estimated $245K.
United Capital Financial Advisors first reported a position in iShares US Equity Factor ETF in Q1 2019 and held it in 9 quarters.
United Capital Financial Advisors's iShares US Equity Factor ETF position peaked at $571K in Q2 2019.
122 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2021.

Based on United Capital Financial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.