Beacon Pointe Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Beacon Pointe Advisors’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 Q2	$336K	Buy	3,239 +6	+0.2%	+$602	﹤0.01%	1543
2026 Q1	$291K	Buy	3,233 +35	+1%	+$3.29K	﹤0.01%	1554
2025 Q4	$302K	Buy	3,198 +7	+0.2%	+$656	﹤0.01%	1258
2025 Q3	$295K	Buy	+3,191	New	+$284K	﹤0.01%	1188

Other funds holding ILCB

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beacon Pointe Advisors's ILCB Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares Morningstar US Equity ETF (ILCB) stake by 0.19% in Q2 2026, buying an estimated $602 and bringing the position to 3,239 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Beacon Pointe Advisors first reported a position in ILCB in Q3 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Beacon Pointe Advisors held 3,239 shares of iShares Morningstar US Equity ETF worth $336K as of Q2 2026.
Beacon Pointe Advisors bought 6 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $602.
iShares Morningstar US Equity ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1543 holding.
Beacon Pointe Advisors first reported a position in iShares Morningstar US Equity ETF in Q3 2025 and has held it in 4 quarters since.
191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.