CW
ILCB icon

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

CreativeOne Wealth’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
2025
Q4 		– Sell
-2,335
Closed -$216K – 1225
2025
Q3 		$216K Buy
+2,335
New +$208K 0.01% 1070

Other funds holding ILCB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CreativeOne Wealth's ILCB Position: Q4 2025 in Review

CreativeOne Wealth sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2025, closing a stake of 2,335 shares — an estimated $216K sold.

CreativeOne Wealth first reported a position in ILCB in Q3 2025 and held it in 1 quarter. The position peaked at $216K in Q3 2025. 180 funds tracked by Wall St. Rank hold ILCB as of Q4 2025.

  • CreativeOne Wealth reported no remaining iShares Morningstar US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 2,335 iShares Morningstar US Equity ETF shares in Q4 2025, an estimated $216K.
  • CreativeOne Wealth first reported a position in iShares Morningstar US Equity ETF in Q3 2025 and held it in 1 quarter.
  • CreativeOne Wealth's iShares Morningstar US Equity ETF position peaked at $216K in Q3 2025.
  • 180 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2025.

Based on CreativeOne Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.