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WealthShield Partners’s iShares US Equity Factor ETF LRGF Stock Holding History

WealthShield Partners’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
Q3 		– Sell
-443
Closed -$19K – 517
2021
Q2 		$19K Hold
443
– – ﹤0.01% 656
2021
Q1 		$18K Buy
+443
New +$17.4K ﹤0.01% 685
2020
Q2 		– Sell
-28
Closed -$1K – 334
2020
Q1 		$1K Buy
+28
New +$902 ﹤0.01% 260

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
Morgan Stanley
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthShield Partners's LRGF Position: Q3 2021 in Review

WealthShield Partners sold out of iShares US Equity Factor ETF (LRGF) in Q3 2021, closing a stake of 443 shares — an estimated $19K sold.

WealthShield Partners first reported a position in LRGF in Q1 2020 and held it in 3 quarters. The position peaked at $19K in Q2 2021. 120 funds tracked by Wall St. Rank hold LRGF as of Q3 2021.

  • WealthShield Partners reported no remaining iShares US Equity Factor ETF position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 443 iShares US Equity Factor ETF shares in Q3 2021, an estimated $19K.
  • WealthShield Partners first reported a position in iShares US Equity Factor ETF in Q1 2020 and held it in 3 quarters.
  • WealthShield Partners's iShares US Equity Factor ETF position peaked at $19K in Q2 2021.
  • 120 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.