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Evanson Financial’s iShares Morningstar Growth ETF ILCG Stock Holding History

Evanson Financial’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
2026
Q2 		$363K Buy
+3,100
New +$347K 0.02% 239

Other funds holding ILCG

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evanson Financial's ILCG Position: Q2 2026 in Review

Evanson Financial opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 3,100 shares worth $363K. The stake represents 0.02% of the portfolio and ranks #239 among its holdings.

351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Evanson Financial held 3,100 shares of iShares Morningstar Growth ETF worth $363K as of Q2 2026.
  • iShares Morningstar Growth ETF was a new Evanson Financial position in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.02% of Evanson Financial's portfolio in Q2 2026, its #239 holding.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.