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

NewEdge 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
2025
Q1 		– Sell
-3,345
Closed -$271K – 4039
2024
Q4 		$271K Hold
3,345
– – ﹤0.01% 1929
2024
Q3 		$265K Buy
+3,345
New +$255K ﹤0.01% 1876
2017
Q3 		– Sell
-2,360
Closed -$86.4K – 713
2017
Q2 		$86.4K Buy
+2,360
New +$85.3K 0.01% 442

Other funds holding ILCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NewEdge Advisors's ILCB Position: Q1 2025 in Review

NewEdge Advisors sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2025, closing a stake of 3,345 shares — an estimated $271K sold.

NewEdge Advisors first reported a position in ILCB in Q2 2017 and held it in 3 quarters. The position peaked at $271K in Q4 2024. 171 funds tracked by Wall St. Rank hold ILCB as of Q1 2025.

  • NewEdge Advisors reported no remaining iShares Morningstar US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • NewEdge Advisors sold 3,345 iShares Morningstar US Equity ETF shares in Q1 2025, an estimated $271K.
  • NewEdge Advisors first reported a position in iShares Morningstar US Equity ETF in Q2 2017 and held it in 3 quarters.
  • NewEdge Advisors's iShares Morningstar US Equity ETF position peaked at $271K in Q4 2024.
  • 171 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.