Mercer Global Advisors
LRGF icon

Mercer Global Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Mercer Global 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
2026
Q2 		$214K Buy
+2,830
New +$207K ﹤0.01% 3170
2026
Q1 		– Sell
-3,203
Closed -$222K – 3300
2025
Q4 		$222K Buy
+3,203
New +$222K ﹤0.01% 2474
2024
Q3 		– Sell
-4,208
Closed -$234K – 2012
2024
Q2 		$234K Buy
4,208
+4
+0.1% +$215 ﹤0.01% 1704
2024
Q1 		$226K Hold
4,204
– – ﹤0.01% 1715
2023
Q4 		$203K Sell
4,204
-1,849
-31% -$83.3K ﹤0.01% 1839
2023
Q3 		$262K Buy
+6,053
New +$271K ﹤0.01% 1616

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
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
PL
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

Mercer Global Advisors's LRGF Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in iShares US Equity Factor ETF (LRGF) in Q2 2026: 2,830 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #3170 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in LRGF as recently as Q4 2025.

Mercer Global Advisors first reported a position in LRGF in Q3 2023 and has held it in 6 quarters since. The position peaked at $262K in Q3 2023. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Mercer Global Advisors held 2,830 shares of iShares US Equity Factor ETF worth $214K as of Q2 2026.
  • iShares US Equity Factor ETF was a new Mercer Global Advisors position in Q2 2026.
  • iShares US Equity Factor ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3170 holding.
  • Mercer Global Advisors first reported a position in iShares US Equity Factor ETF in Q3 2023 and has held it in 6 quarters since.
  • Mercer Global Advisors's iShares US Equity Factor ETF position peaked at $262K in Q3 2023.
  • 255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.