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Aspiriant LLC’s iShares Morningstar Growth ETF ILCG Stock Holding History

Aspiriant LLC’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,614
Closed -$376K – 345
2025
Q4 		$376K Sell
3,614
-86
-2% -$8.98K 0.01% 248
2025
Q3 		$386K Buy
+3,700
New +$372K 0.01% 224

Other funds holding ILCG

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aspiriant LLC's ILCG Position: Q1 2026 in Review

Aspiriant LLC sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2026, closing a stake of 3,614 shares — an estimated $376K sold.

Aspiriant LLC first reported a position in ILCG in Q3 2025 and held it in 2 quarters. The position peaked at $386K in Q3 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • Aspiriant LLC reported no remaining iShares Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Aspiriant LLC sold 3,614 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $376K.
  • Aspiriant LLC first reported a position in iShares Morningstar Growth ETF in Q3 2025 and held it in 2 quarters.
  • Aspiriant LLC's iShares Morningstar Growth ETF position peaked at $386K in Q3 2025.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.