UBS Group
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UBS Group’s iShares Morningstar US Equity ETF ILCB Stock Holding History

UBS Group’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 		$8.8M Sell
97,944
-2,165
-2% -$203K ﹤0.01% 3497
2025
Q4 		$9.45M Sell
100,109
-2,787
-3% -$261K ﹤0.01% 3347
2025
Q3 		$9.51M Sell
102,896
-1,948
-2% -$173K ﹤0.01% 3346
2025
Q2 		$8.99M Sell
104,844
-7,641
-7% -$605K ﹤0.01% 3189
2025
Q1 		$8.69M Buy
112,485
+2,111
+2% +$172K ﹤0.01% 3198
2024
Q4 		$8.96M Sell
110,374
-312
-0.3% -$25.5K ﹤0.01% 3184
2024
Q3 		$8.77M Buy
110,686
+1,214
+1% +$92.7K ﹤0.01% 2494
2024
Q2 		$8.23M Sell
109,472
-551
-0.5% -$39.8K ﹤0.01% 2394
2024
Q1 		$7.97M Buy
110,023
+10,311
+10% +$710K ﹤0.01% 2481
2023
Q4 		$6.56M Buy
99,712
+787
+0.8% +$48.4K ﹤0.01% 2471
2023
Q3 		$5.83M Buy
98,925
+1,118
+1% +$68.6K ﹤0.01% 2428
2023
Q2 		$5.97M Sell
97,807
-16,267
-14% -$939K ﹤0.01% 2410
2023
Q1 		$6.43M Sell
114,074
-9,893
-8% -$544K ﹤0.01% 2280
2022
Q4 		$6.53M Buy
123,967
+4,488
+4% +$238K ﹤0.01% 2244
2022
Q3 		$5.9M Sell
119,479
-2,417
-2% -$133K ﹤0.01% 2209
2022
Q2 		$6.33M Sell
121,896
-3,991
-3% -$226K ﹤0.01% 2184
2022
Q1 		$7.91M Sell
125,887
-1,366
-1% -$84.6K ﹤0.01% 2131
2021
Q4 		$8.45M Sell
127,253
-10,324
-8% -$667K ﹤0.01% 2299
2021
Q3 		$8.35M Sell
137,577
-488
-0.4% -$30.5K ﹤0.01% 2190
2021
Q2 		$8.39M Sell
138,065
-2,035
-1% -$120K ﹤0.01% 2196
2021
Q1 		$0 Sell
140,100
-9,180
-6% -$505K ﹤0.01% 9215
2020
Q4 		$8.09M Sell
149,280
-4,480
-3% -$229K ﹤0.01% 2011
2020
Q3 		$7.5M Buy
153,760
+6,304
+4% +$301K ﹤0.01% 1855
2020
Q2 		$6.43M Sell
147,456
-1,952
-1% -$80.6K ﹤0.01% 1847
2020
Q1 		$5.47M Sell
149,408
-179,068
-55% -$7.84M ﹤0.01% 1850
2019
Q4 		$15.1M Buy
328,476
+106,188
+48% +$4.66M 0.01% 1587
2019
Q3 		$9.33M Buy
222,288
+49,628
+29% +$2.06M ﹤0.01% 1821
2019
Q2 		$7.13M Buy
172,660
+10,932
+7% +$447K ﹤0.01% 2040
2019
Q1 		$6.47M Sell
161,728
-201,388
-55% -$7.73M ﹤0.01% 2002
2018
Q4 		$12.9M Sell
363,116
-3,240
-0.9% -$126K 0.01% 1384
2018
Q3 		$15.4M Buy
366,356
+5,136
+1% +$210K 0.01% 1403
2018
Q2 		$13.9M Buy
361,220
+14,132
+4% +$550K 0.01% 1448
2018
Q1 		$13.3M Buy
347,088
+44,212
+15% +$1.77M 0.01% 1456
2017
Q4 		$12M Buy
302,876
+5,872
+2% +$229K ﹤0.01% 1575
2017
Q3 		$11.2M Buy
297,004
+46,472
+19% +$1.73M 0.01% 1524
2017
Q2 		$9.17M Buy
250,532
+69,740
+39% +$2.52M ﹤0.01% 1607
2017
Q1 		$6.41M Sell
180,792
-7,820
-4% -$271K ﹤0.01% 1864
2016
Q4 		$6.26M Buy
188,612
+5,248
+3% +$170K ﹤0.01% 1887
2016
Q3 		$5.88M Sell
183,364
-1,016
-0.6% -$32.4K ﹤0.01% 1876
2016
Q2 		$5.66M Sell
184,380
-15,484
-8% -$468K ﹤0.01% 1834
2016
Q1 		$5.95M Sell
199,864
-63,016
-24% -$1.79M ﹤0.01% 1721
2015
Q4 		$7.83M Buy
262,880
+16,268
+7% +$487K 0.01% 1591
2015
Q3 		$6.9M Sell
246,612
-100,484
-29% -$2.98M ﹤0.01% 1657
2015
Q2 		$10.5M Sell
347,096
-148
-0% -$4.57K 0.01% 1438
2015
Q1 		$10.5M Buy
347,244
+110,208
+46% +$3.37M 0.01% 1439
2014
Q4 		$7.32M Buy
+237,036
New +$7.11M 0.01% 1762

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's ILCB Position: Q1 2026 in Review

UBS Group reduced its iShares Morningstar US Equity ETF (ILCB) stake by 2.2% in Q1 2026, selling an estimated $203K and leaving 97,944 shares worth $8.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3497.

UBS Group first reported a position in ILCB in Q4 2014 and has held it in 46 quarters since. The position peaked at $15.4M in Q3 2018. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

  • UBS Group held 97,944 shares of iShares Morningstar US Equity ETF worth $8.8M as of Q1 2026.
  • UBS Group sold 2,165 iShares Morningstar US Equity ETF shares in Q1 2026, an estimated $203K.
  • iShares Morningstar US Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3497 holding.
  • UBS Group first reported a position in iShares Morningstar US Equity ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's iShares Morningstar US Equity ETF position peaked at $15.4M in Q3 2018.
  • 181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.