EFA
LRGF icon

Edge Financial Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Edge Financial Advisors’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
2025
Q4 		$1.54M Sell
22,146
-23
-0.1% -$1.59K 0.65% 36
2025
Q3 		$1.53M Sell
22,169
-2,211
-9% -$147K 0.69% 32
2025
Q2 		$1.56M Buy
+24,380
New +$1.45M 0.82% 26

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Edge Financial Advisors's LRGF Position: Q4 2025 in Review

Edge Financial Advisors reduced its iShares US Equity Factor ETF (LRGF) stake by 0.1% in Q4 2025, selling an estimated $1.59K and leaving 22,146 shares worth $1.54M. The position accounts for 0.65% of the portfolio, ranked #36.

Edge Financial Advisors first reported a position in LRGF in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.56M in Q2 2025. 236 funds tracked by Wall St. Rank hold LRGF as of Q4 2025.

  • Edge Financial Advisors held 22,146 shares of iShares US Equity Factor ETF worth $1.54M as of Q4 2025.
  • Edge Financial Advisors sold 23 iShares US Equity Factor ETF shares in Q4 2025, an estimated $1.59K.
  • iShares US Equity Factor ETF made up 0.65% of Edge Financial Advisors's portfolio in Q4 2025, its #36 holding.
  • Edge Financial Advisors first reported a position in iShares US Equity Factor ETF in Q2 2025 and has held it in 3 quarters since.
  • Edge Financial Advisors's iShares US Equity Factor ETF position peaked at $1.56M in Q2 2025.
  • 236 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.