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Edge Financial Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Edge Financial 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
2025
Q4 		$1.89M Buy
20,007
+2,706
+16% +$253K 0.79% 27
2025
Q3 		$1.6M Buy
17,301
+12,608
+269% +$1.12M 0.72% 26
2025
Q2 		$402K Buy
+4,693
New +$372K 0.21% 77

Other funds holding ILCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Edge Financial Advisors's ILCB Position: Q4 2025 in Review

Edge Financial Advisors increased its iShares Morningstar US Equity ETF (ILCB) stake by 16% in Q4 2025, buying an estimated $253K and bringing the position to 20,007 shares worth $1.89M. The position accounts for 0.79% of the portfolio, ranked #27.

Edge Financial Advisors first reported a position in ILCB in Q2 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold ILCB as of Q4 2025.

  • Edge Financial Advisors held 20,007 shares of iShares Morningstar US Equity ETF worth $1.89M as of Q4 2025.
  • Edge Financial Advisors bought 2,706 iShares Morningstar US Equity ETF shares in Q4 2025, an estimated $253K.
  • iShares Morningstar US Equity ETF made up 0.79% of Edge Financial Advisors's portfolio in Q4 2025, its #27 holding.
  • Edge Financial Advisors first reported a position in iShares Morningstar US Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.