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

Financial Engines 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
2026 Q1	$2.53M	Sell	28,139 -149	-0.5%	-$14K	0.01%	202
2025 Q4	$2.67M	Sell	28,288 -2,878	-9%	-$270K	0.01%	203
2025 Q3	$2.88M	Sell	31,166 -3,013	-9%	-$268K	0.01%	195
2025 Q2	$2.93M	Buy	34,179 +31,055	+994%	+$2.46M	0.01%	181
2025 Q1	$241K	Buy	+3,124	New	+$254K	﹤0.01%	397

Other funds holding ILCB

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Engines Advisors's ILCB Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares Morningstar US Equity ETF (ILCB) stake by 0.53% in Q1 2026, selling an estimated $14K and leaving 28,139 shares worth $2.53M. The position accounts for 0.01% of the portfolio, ranked #202.

Financial Engines Advisors first reported a position in ILCB in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.93M in Q2 2025. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

Financial Engines Advisors held 28,139 shares of iShares Morningstar US Equity ETF worth $2.53M as of Q1 2026.
Financial Engines Advisors sold 149 iShares Morningstar US Equity ETF shares in Q1 2026, an estimated $14K.
iShares Morningstar US Equity ETF made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #202 holding.
Financial Engines Advisors first reported a position in iShares Morningstar US Equity ETF in Q1 2025 and has held it in 5 quarters since.
Financial Engines Advisors's iShares Morningstar US Equity ETF position peaked at $2.93M in Q2 2025.
181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.