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
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 $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Mercer Global Advisors's LRGF Position: Q1 2026 in Review

Mercer Global Advisors sold out of iShares US Equity Factor ETF (LRGF) in Q1 2026, closing a stake of 3,203 shares — an estimated $222K sold.

Mercer Global Advisors first reported a position in LRGF in Q3 2023 and held it in 5 quarters. The position peaked at $262K in Q3 2023. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Mercer Global Advisors reported no remaining iShares US Equity Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 3,203 iShares US Equity Factor ETF shares in Q1 2026, an estimated $222K.
  • Mercer Global Advisors first reported a position in iShares US Equity Factor ETF in Q3 2023 and held it in 5 quarters.
  • Mercer Global Advisors's iShares US Equity Factor ETF position peaked at $262K in Q3 2023.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.