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Ethos Financial Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Ethos Financial Group’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
Q3 		– Sell
-8,203
Closed -$795K – 519
2025
Q2 		$795K Buy
+8,203
New +$712K 0.07% 196
2024
Q4 		– Sell
-86,635
Closed -$7.28M – 408
2024
Q3 		$7.28M Buy
+86,635
New +$7.02M 1.2% 27

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Ethos Financial Group's ILCG Position: Q3 2025 in Review

Ethos Financial Group sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2025, closing a stake of 8,203 shares — an estimated $795K sold.

Ethos Financial Group first reported a position in ILCG in Q3 2024 and held it in 2 quarters. The position peaked at $7.28M in Q3 2024. 325 funds tracked by Wall St. Rank hold ILCG as of Q3 2025.

  • Ethos Financial Group reported no remaining iShares Morningstar Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Ethos Financial Group sold 8,203 iShares Morningstar Growth ETF shares in Q3 2025, an estimated $795K.
  • Ethos Financial Group first reported a position in iShares Morningstar Growth ETF in Q3 2024 and held it in 2 quarters.
  • Ethos Financial Group's iShares Morningstar Growth ETF position peaked at $7.28M in Q3 2024.
  • 325 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2025.

Based on Ethos Financial Group's 13F filing for Q3 2025, filed 23 Oct 2025.