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Edge Financial Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Edge Financial Advisors’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
2025
Q4 		$1.08M Buy
10,367
+1,446
+16% +$151K 0.45% 53
2025
Q3 		$930K Buy
8,921
+5,953
+201% +$598K 0.42% 52
2025
Q2 		$284K Buy
+2,968
New +$258K 0.15% 99

Other funds holding ILCG

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Edge Financial Advisors increased its iShares Morningstar Growth ETF (ILCG) stake by 16% in Q4 2025, buying an estimated $151K and bringing the position to 10,367 shares worth $1.08M. The position accounts for 0.45% of the portfolio, ranked #53.

Edge Financial Advisors first reported a position in ILCG in Q2 2025 and has held it in 3 quarters since. 342 funds tracked by Wall St. Rank hold ILCG as of Q4 2025.

  • Edge Financial Advisors held 10,367 shares of iShares Morningstar Growth ETF worth $1.08M as of Q4 2025.
  • Edge Financial Advisors bought 1,446 iShares Morningstar Growth ETF shares in Q4 2025, an estimated $151K.
  • iShares Morningstar Growth ETF made up 0.45% of Edge Financial Advisors's portfolio in Q4 2025, its #53 holding.
  • Edge Financial Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • 342 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2025.

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