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

Financial Engines 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
2026 Q2	$2.96M	Sell	25,326 -1,964	-7%	-$220K	0.01%	197
2026 Q1	$2.61M	Buy	27,290 +10,789	+65%	+$1.1M	0.01%	196
2025 Q4	$1.72M	Sell	16,501 -808	-5%	-$84.4K	﹤0.01%	251
2025 Q3	$1.81M	Sell	17,309 -2,120	-11%	-$213K	﹤0.01%	245
2025 Q2	$1.88M	Buy	19,429 +16,687	+609%	+$1.45M	﹤0.01%	226
2025 Q1	$222K	Buy	+2,742	New	+$243K	﹤0.01%	404

Other funds holding ILCG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors's ILCG Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares Morningstar Growth ETF (ILCG) stake by 7.2% in Q2 2026, selling an estimated $220K and leaving 25,326 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #197.

Financial Engines Advisors first reported a position in ILCG in Q1 2025 and has held it in 6 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Financial Engines Advisors held 25,326 shares of iShares Morningstar Growth ETF worth $2.96M as of Q2 2026.
Financial Engines Advisors sold 1,964 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $220K.
iShares Morningstar Growth ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #197 holding.
Financial Engines Advisors first reported a position in iShares Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.