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 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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

SWM

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

AAS

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

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

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

CCA

Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

Boston Trust Walden's LRGF Position: Q2 2026 in Review

Boston Trust Walden held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 5,045 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Boston Trust Walden first reported a position in LRGF in Q1 2023 and has held it in 14 quarters since. 97 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Boston Trust Walden held 5,045 shares of iShares US Equity Factor ETF worth $382K as of Q2 2026.
Boston Trust Walden left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
iShares US Equity Factor ETF made up ﹤0.01% of Boston Trust Walden's portfolio in Q2 2026, its #355 holding.
Boston Trust Walden first reported a position in iShares US Equity Factor ETF in Q1 2023 and has held it in 14 quarters since.
97 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.