AE Wealth Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

AE Wealth Management’s Portfolio ILCB Stock Details ILCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$87.3K	Buy	971 +670	+223%	+$63K	﹤0.01%	1841
2025 Q4	$28.4K	Hold	301	–	–	﹤0.01%	1957
2025 Q3	$27.8K	Sell	301 -137	-31%	-$12.2K	﹤0.01%	1832
2025 Q2	$37.6K	Sell	438 -35	-7%	-$2.77K	﹤0.01%	1655
2025 Q1	$36.5K	Sell	473 -60	-11%	-$4.89K	﹤0.01%	1630
2024 Q4	$43.2K	Buy	+533	New	+$43.5K	﹤0.01%	1580
2020 Q1	–	Sell	-84,676	Closed	-$3.9M	–	1195
2019 Q4	$3.9M	Buy	+84,676	New	+$3.71M	0.08%	219

Other funds holding ILCB

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AE Wealth Management's ILCB Position: Q1 2026 in Review

AE Wealth Management increased its iShares Morningstar US Equity ETF (ILCB) stake by 223% in Q1 2026, buying an estimated $63K and bringing the position to 971 shares worth $87.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

AE Wealth Management first reported a position in ILCB in Q4 2019 and has held it in 7 quarters since. The position peaked at $3.9M in Q4 2019. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

AE Wealth Management held 971 shares of iShares Morningstar US Equity ETF worth $87.3K as of Q1 2026.
AE Wealth Management bought 670 iShares Morningstar US Equity ETF shares in Q1 2026, an estimated $63K.
iShares Morningstar US Equity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1841 holding.
AE Wealth Management first reported a position in iShares Morningstar US Equity ETF in Q4 2019 and has held it in 7 quarters since.
AE Wealth Management's iShares Morningstar US Equity ETF position peaked at $3.9M in Q4 2019.
181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.