EL
LRGF icon

EWA LLC’s iShares US Equity Factor ETF LRGF Stock Holding History

EWA LLC’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 		$6.9M Buy
91,240
+2,905
+3% +$213K 1.26% 18
2026
Q1 		$5.83M Sell
88,335
-640,192
-88% -$44M 1.32% 17
2025
Q4 		$50.6M Buy
728,527
+22,379
+3% +$1.55M 12.35% 1
2025
Q3 		$48.8M Buy
706,148
+197,867
+39% +$13.2M 13.5% 1
2025
Q2 		$32.6M Buy
508,281
+18,635
+4% +$1.11M 10.26% 1
2025
Q1 		$28.3M Buy
489,646
+96,754
+25% +$5.9M 10.53% 2
2024
Q4 		$23.7M Buy
392,892
+13,809
+4% +$839K 8.9% 3
2024
Q3 		$23.3M Sell
379,083
-33,697
-8% -$1.91M 8.31% 3
2024
Q2 		$23.4M Buy
412,780
+3,660
+0.9% +$197K 9.7% 2
2024
Q1 		$21.9M Buy
+409,120
New +$20.8M 9.85% 3

Other funds holding LRGF

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
PL
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
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EA
Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return