Morgan Stanley
LRGF icon

Morgan Stanley’s iShares US Equity Factor ETF LRGF Stock Holding History

Morgan Stanley’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 		$35.1M Sell
531,388
-66,242
-11% -$4.55M ﹤0.01% 2454
2025
Q4 		$41.5M Sell
597,630
-1,341
-0.2% -$92.9K ﹤0.01% 2270
2025
Q3 		$41.4M Sell
598,971
-23,388
-4% -$1.55M ﹤0.01% 2182
2025
Q2 		$39.9M Sell
622,359
-64,218
-9% -$3.81M ﹤0.01% 2131
2025
Q1 		$39.7M Buy
686,577
+17,566
+3% +$1.07M ﹤0.01% 2023
2024
Q4 		$40.4M Buy
669,011
+163,450
+32% +$9.93M ﹤0.01% 2036
2024
Q3 		$29.7M Sell
505,561
-68,307
-12% -$3.87M ﹤0.01% 2389
2024
Q2 		$32M Buy
573,868
+32,126
+6% +$1.73M ﹤0.01% 2170
2024
Q1 		$29.2M Sell
541,742
-625,362
-54% -$31.8M ﹤0.01% 2278
2023
Q4 		$56.4M Buy
1,167,104
+555,505
+91% +$25M ﹤0.01% 2311
2023
Q3 		$26.5M Sell
611,599
-10,915
-2% -$489K ﹤0.01% 2161
2023
Q2 		$27.7M Sell
622,514
-48,626
-7% -$2.05M ﹤0.01% 2129
2023
Q1 		$27.8M Sell
671,140
-394,935
-37% -$16.1M ﹤0.01% 2084
2022
Q4 		$41.6M Buy
1,066,075
+123,057
+13% +$4.81M ﹤0.01% 1656
2022
Q3 		$34.2M Sell
943,018
-1,714
-0.2% -$68.8K ﹤0.01% 1637
2022
Q2 		$35.8M Sell
944,732
-225,243
-19% -$9.25M ﹤0.01% 1671
2022
Q1 		$52M Sell
1,169,975
-83,792
-7% -$3.68M 0.01% 1282
2021
Q4 		$58.4M Buy
1,253,767
+11,075
+0.9% +$495K 0.01% 1229
2021
Q3 		$52.4M Buy
1,242,692
+45,654
+4% +$2M 0.01% 1260
2021
Q2 		$51.3M Buy
1,197,038
+94,525
+9% +$4M 0.01% 1292
2021
Q1 		$44.8M Buy
1,102,513
+140,111
+15% +$5.5M 0.01% 1246
2020
Q4 		$36.3M Buy
962,402
+30,675
+3% +$1.09M 0.01% 1332
2020
Q3 		$30.9M Buy
931,727
+398,010
+75% +$13.1M 0.01% 1170
2020
Q2 		$16.6M Sell
533,717
-61,822
-10% -$1.84M ﹤0.01% 1549
2020
Q1 		$15.8M Sell
595,539
-69,954
-11% -$2.25M ﹤0.01% 1455
2019
Q4 		$22.9M Sell
665,493
-38,651
-5% -$1.28M 0.01% 1541
2019
Q3 		$22.5M Buy
704,144
+86,744
+14% +$2.76M 0.01% 1403
2019
Q2 		$19.6M Sell
617,400
-21,345
-3% -$666K 0.01% 1508
2019
Q1 		$19.8M Buy
638,745
+39,805
+7% +$1.2M 0.01% 1453
2018
Q4 		$16.7M Buy
598,940
+55,663
+10% +$1.71M 0.01% 1626
2018
Q3 		$18.3M Sell
543,277
-175,801
-24% -$5.86M ﹤0.01% 1780
2018
Q2 		$23M Buy
719,078
+510,230
+244% +$16.5M 0.01% 1511
2018
Q1 		$6.58M Buy
208,848
+56,101
+37% +$1.81M ﹤0.01% 2734
2017
Q4 		$4.86M Buy
152,747
+109,474
+253% +$3.42M ﹤0.01% 3140
2017
Q3 		$1.29M Buy
43,273
+29,491
+214% +$862K ﹤0.01% 4256
2017
Q2 		$395K Buy
+13,782
New +$391K ﹤0.01% 4954
2017
Q1 		– Sell
-25,022
Closed -$669K – 6591
2016
Q4 		$669K Buy
+25,022
New +$645K ﹤0.01% 4745

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 $2.31B AUM 21.64% 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
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 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

Morgan Stanley's LRGF Position: Q1 2026 in Review

Morgan Stanley reduced its iShares US Equity Factor ETF (LRGF) stake by 11% in Q1 2026, selling an estimated $4.55M and leaving 531,388 shares worth $35.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2454.

Morgan Stanley first reported a position in LRGF in Q4 2016 and has held it in 37 quarters since. The position peaked at $58.4M in Q4 2021. 243 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Morgan Stanley held 531,388 shares of iShares US Equity Factor ETF worth $35.1M as of Q1 2026.
  • Morgan Stanley sold 66,242 iShares US Equity Factor ETF shares in Q1 2026, an estimated $4.55M.
  • iShares US Equity Factor ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2454 holding.
  • Morgan Stanley first reported a position in iShares US Equity Factor ETF in Q4 2016 and has held it in 37 quarters since.
  • Morgan Stanley's iShares US Equity Factor ETF position peaked at $58.4M in Q4 2021.
  • 243 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.