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

Evanson Financial’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	$259K	Buy	+2,500	New	+$251K	0.01%	290

Other funds holding ILCB

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return