Boston Trust Walden’s iShares US Equity Factor ETF LRGF Stock Holding History

Boston Trust Walden’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 Q3	$393K	Hold	5,045	–	–	﹤0.01%	349
2026 Q2	$382K	Hold	5,045	–	–	﹤0.01%	355
2026 Q1	$333K	Hold	5,045	–	–	﹤0.01%	358
2025 Q4	$350K	Hold	5,045	–	–	﹤0.01%	351
2025 Q3	$349K	Hold	5,045	–	–	﹤0.01%	356
2025 Q2	$324K	Hold	5,045	–	–	﹤0.01%	346
2025 Q1	$292K	Sell	5,045 -75	-1%	-$4.57K	﹤0.01%	349
2024 Q4	$309K	Hold	5,120	–	–	﹤0.01%	345
2024 Q3	$301K	Hold	5,120	–	–	﹤0.01%	347
2024 Q2	$285K	Hold	5,120	–	–	﹤0.01%	349
2024 Q1	$276K	Hold	5,120	–	–	﹤0.01%	349
2023 Q4	$247K	Hold	5,120	–	–	﹤0.01%	352
2023 Q3	$222K	Hold	5,120	–	–	﹤0.01%	353
2023 Q2	$228K	Hold	5,120	–	–	﹤0.01%	353
2023 Q1	$212K	Buy	+5,120	New	+$208K	﹤0.01%	360

Other funds holding LRGF

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return

Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Cora Capital Advisors Marlton, New Jersey $379M AUM 21.59% 1-Year Est. Return

Boston Trust Walden's LRGF Position: Q3 2026 in Review

Boston Trust Walden held its iShares US Equity Factor ETF (LRGF) position steady in Q3 2026 at 5,045 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Boston Trust Walden first reported a position in LRGF in Q1 2023 and has held it in 15 quarters since. 145 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

Boston Trust Walden held 5,045 shares of iShares US Equity Factor ETF worth $393K as of Q3 2026.
Boston Trust Walden left its iShares US Equity Factor ETF share count unchanged in Q3 2026.
iShares US Equity Factor ETF made up ﹤0.01% of Boston Trust Walden's portfolio in Q3 2026, its #349 holding.
Boston Trust Walden first reported a position in iShares US Equity Factor ETF in Q1 2023 and has held it in 15 quarters since.
145 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on Boston Trust Walden's 13F filing for Q3 2026, filed 30 Oct 2026.