AlTi Global’s iShares US Equity Factor ETF LRGF Stock Holding History

AlTi Global’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
2026 Q1	$6.19M	Sell	93,727 -1,112	-1%	-$76.4K	0.13%	85
2025 Q4	$6.58M	Sell	94,839 -2,598	-3%	-$180K	0.14%	79
2025 Q3	$6.73M	Buy	97,437 +4,586	+5%	+$305K	0.16%	79
2025 Q2	$5.95M	Sell	92,851 -52,042	-36%	-$3.09M	0.15%	83
2025 Q1	$8.39M	Sell	144,893 -13,393	-8%	-$816K	0.22%	53
2024 Q4	$9.55M	Buy	158,286 +34,244	+28%	+$2.08M	0.23%	54
2024 Q3	$7.29M	Buy	124,042 +17,551	+16%	+$994K	0.18%	75
2024 Q2	$5.93M	Buy	+106,491	New	+$5.72M	0.16%	68

Other funds holding LRGF

SFS

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

CCA

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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

AlTi Global's LRGF Position: Q1 2026 in Review

AlTi Global reduced its iShares US Equity Factor ETF (LRGF) stake by 1.2% in Q1 2026, selling an estimated $76.4K and leaving 93,727 shares worth $6.19M. The position accounts for 0.13% of the portfolio, ranked #85.

AlTi Global first reported a position in LRGF in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.55M in Q4 2024. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

AlTi Global held 93,727 shares of iShares US Equity Factor ETF worth $6.19M as of Q1 2026.
AlTi Global sold 1,112 iShares US Equity Factor ETF shares in Q1 2026, an estimated $76.4K.
iShares US Equity Factor ETF made up 0.13% of AlTi Global's portfolio in Q1 2026, its #85 holding.
AlTi Global first reported a position in iShares US Equity Factor ETF in Q2 2024 and has held it in 8 quarters since.
AlTi Global's iShares US Equity Factor ETF position peaked at $9.55M in Q4 2024.
242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.