Financial Engines Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Financial Engines Advisors’s Portfolio ISCG Stock Details ISCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$519K	Sell	7,926 -33	-0.4%	-$2.02K	﹤0.01%	398
2026 Q1	$436K	Sell	7,959 -246	-3%	-$14.2K	﹤0.01%	412
2025 Q4	$455K	Sell	8,205 -1,121	-12%	-$61.9K	﹤0.01%	410
2025 Q3	$506K	Sell	9,326 -571	-6%	-$29.8K	﹤0.01%	392
2025 Q2	$492K	Buy	+9,897	New	+$457K	﹤0.01%	384

Other funds holding ISCG

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Financial Engines Advisors reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 0.41% in Q2 2026, selling an estimated $2.02K and leaving 7,926 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Financial Engines Advisors first reported a position in ISCG in Q2 2025 and has held it in 5 quarters since. 167 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Financial Engines Advisors held 7,926 shares of iShares Morningstar Small-Cap Growth ETF worth $519K as of Q2 2026.
Financial Engines Advisors sold 33 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $2.02K.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #398 holding.
Financial Engines Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
167 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

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