Personal CFO Solutions’s iShares Morningstar Growth ETF ILCG Stock Holding History

Personal CFO Solutions’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
2025 Q3	–	Sell	-4,135	Closed	-$401K	–	506
2025 Q2	$401K	Buy	+4,135	New	+$359K	0.07%	262
2024 Q4	–	Sell	-2,540	Closed	-$213K	–	537
2024 Q3	$213K	Hold	2,540	–	–	0.03%	521
2024 Q2	$207K	Buy	+2,540	New	+$194K	0.03%	501
2021 Q4	–	Sell	-3,165	Closed	-$207K	–	492
2021 Q3	$207K	Hold	3,165	–	–	0.04%	412
2021 Q2	$205K	Buy	+3,165	New	+$194K	0.04%	404
2020 Q4	–	Sell	-4,415	Closed	–	–	393
2020 Q3	$0	Sell	4,415 -2,150	-33%	-$111K	﹤0.01%	235
2020 Q2	$308K	Sell	6,565 -4,255	-39%	-$185K	0.09%	208
2020 Q1	$402K	Buy	10,820 +200	+2%	+$8.36K	0.14%	140
2019 Q4	$446K	Hold	10,620	–	–	0.13%	163
2019 Q3	$407K	Buy	+10,620	New	+$412K	0.16%	171

Other funds holding ILCG

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Personal CFO Solutions's ILCG Position: Q3 2025 in Review

Personal CFO Solutions sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2025, closing a stake of 4,135 shares — an estimated $401K sold.

Personal CFO Solutions first reported a position in ILCG in Q3 2019 and held it in 10 quarters. The position peaked at $446K in Q4 2019. 325 funds tracked by Wall St. Rank hold ILCG as of Q3 2025.

Personal CFO Solutions reported no remaining iShares Morningstar Growth ETF position as of Q3 2025 after selling out during the quarter.
Personal CFO Solutions sold 4,135 iShares Morningstar Growth ETF shares in Q3 2025, an estimated $401K.
Personal CFO Solutions first reported a position in iShares Morningstar Growth ETF in Q3 2019 and held it in 10 quarters.
Personal CFO Solutions's iShares Morningstar Growth ETF position peaked at $446K in Q4 2019.
325 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2025.

Based on Personal CFO Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.