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

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

HHGA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

EWA LLC's LRGF Position: Q2 2026 in Review

EWA LLC increased its iShares US Equity Factor ETF (LRGF) stake by 3.3% in Q2 2026, buying an estimated $213K and bringing the position to 91,240 shares worth $6.9M. The position accounts for 1.26% of the portfolio, ranked #18.

EWA LLC first reported a position in LRGF in Q1 2024 and has held it in 10 quarters since. The position peaked at $50.6M in Q4 2025. 253 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

EWA LLC held 91,240 shares of iShares US Equity Factor ETF worth $6.9M as of Q2 2026.
EWA LLC bought 2,905 iShares US Equity Factor ETF shares in Q2 2026, an estimated $213K.
iShares US Equity Factor ETF made up 1.26% of EWA LLC's portfolio in Q2 2026, its #18 holding.
EWA LLC first reported a position in iShares US Equity Factor ETF in Q1 2024 and has held it in 10 quarters since.
EWA LLC's iShares US Equity Factor ETF position peaked at $50.6M in Q4 2025.
253 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.