iShares U.S. Equity Factor ETF $LRGF Holdings Increased by Cardinal Point Capital Management ULC

Cardinal Point Capital Management ULC increased its position in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 2.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 754,633 shares of the company’s stock after buying an additional 17,967 shares during the quarter. iShares U.S. Equity Factor ETF accounts for approximately 3.2% of Cardinal Point Capital Management ULC’s investment portfolio, making the stock its 7th largest position. Cardinal Point Capital Management ULC’s holdings in iShares U.S. Equity Factor ETF were worth $58,748,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Halbert Hargrove Global Advisors LLC bought a new position in iShares U.S. Equity Factor ETF in the 3rd quarter valued at approximately $285,121,000. Annex Advisory Services LLC bought a new stake in iShares U.S. Equity Factor ETF during the 3rd quarter worth approximately $242,232,000. SigFig Wealth Management LLC bought a new stake in iShares U.S. Equity Factor ETF during the 3rd quarter worth approximately $222,654,000. Clearwater Capital Advisors LLC grew its holdings in iShares U.S. Equity Factor ETF by 5.7% during the 1st quarter. Clearwater Capital Advisors LLC now owns 1,128,442 shares of the company’s stock worth $74,477,000 after acquiring an additional 60,478 shares during the last quarter. Finally, Modern Wealth Management LLC increased its position in iShares U.S. Equity Factor ETF by 22.7% in the 1st quarter. Modern Wealth Management LLC now owns 1,051,355 shares of the company’s stock valued at $69,831,000 after acquiring an additional 194,532 shares during the period.

iShares U.S. Equity Factor ETF Stock Performance

Shares of NYSEARCA LRGF opened at $79.05 on Thursday. iShares U.S. Equity Factor ETF has a 52-week low of $63.89 and a 52-week high of $79.90. The firm has a 50 day moving average price of $78.46 and a two-hundred day moving average price of $75.83. The stock has a market cap of $3.73 billion, a P/E ratio of 22.79 and a beta of 0.98.

iShares U.S. Equity Factor ETF Company Profile

The iShares U.S. Equity Factor ETF (LRGF) is an exchange-traded fund that is based on the STOXX U.S. Equity Factor index. The fund tracks an index of US large- and mid-cap equities. Stocks are selected and weighted to maximize exposure to five factors: momentum, quality, value, low volatility, and size. LRGF was launched on Apr 30, 2015 and is managed by BlackRock.