UBS Group
ILCG icon

UBS Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

UBS Group’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
Q1 		$20.6M Sell
215,883
-139,247
-39% -$14.1M ﹤0.01% 2547
2025
Q4 		$36.9M Sell
355,130
-11,560
-3% -$1.21M 0.01% 1962
2025
Q3 		$38.2M Buy
366,690
+64,105
+21% +$6.44M 0.01% 1903
2025
Q2 		$29.3M Sell
302,585
-129
-0% -$11.2K 0.01% 1996
2025
Q1 		$24.5M Sell
302,714
-10,854
-3% -$962K ﹤0.01% 2145
2024
Q4 		$28.1M Sell
313,568
-3,852
-1% -$341K 0.01% 1978
2024
Q3 		$26.7M Sell
317,420
-402
-0.1% -$32.6K 0.01% 1603
2024
Q2 		$25.9M Buy
317,822
+507
+0.2% +$38.8K 0.01% 1479
2024
Q1 		$24M Sell
317,315
-31,980
-9% -$2.3M 0.01% 1548
2023
Q4 		$23.7M Buy
349,295
+3,016
+0.9% +$191K 0.01% 1471
2023
Q3 		$20.7M Sell
346,279
-5,633
-2% -$350K 0.01% 1454
2023
Q2 		$21.9M Sell
351,912
-3,642
-1% -$209K 0.01% 1383
2023
Q1 		$19.7M Buy
355,554
+380
+0.1% +$19.9K 0.01% 1406
2022
Q4 		$17.3M Sell
355,174
-8,438
-2% -$422K 0.01% 1525
2022
Q3 		$17.5M Buy
363,612
+9,374
+3% +$507K 0.01% 1368
2022
Q2 		$17.7M Sell
354,238
-48,227
-12% -$2.67M 0.01% 1399
2022
Q1 		$26.2M Buy
402,465
+8,478
+2% +$541K 0.01% 1239
2021
Q4 		$28.3M Sell
393,987
-2,573
-0.6% -$181K 0.01% 1338
2021
Q3 		$26M Sell
396,560
-8,409
-2% -$568K 0.01% 1303
2021
Q2 		$26.2M Sell
404,969
-8,551
-2% -$524K 0.01% 1285
2021
Q1 		$0 Buy
413,520
+4,930
+1% +$288K ﹤0.01% 9216
2020
Q4 		$23.7M Buy
408,590
+5,515
+1% +$306K 0.01% 1240
2020
Q3 		$21.6M Sell
403,075
-19,960
-5% -$1.03M 0.01% 1123
2020
Q2 		$19.8M Sell
423,035
-21,280
-5% -$925K 0.01% 1089
2020
Q1 		$16.5M Buy
444,315
+20,420
+5% +$854K 0.01% 1086
2019
Q4 		$17.8M Sell
423,895
-103,975
-20% -$4.13M 0.01% 1462
2019
Q3 		$20.2M Buy
527,870
+69,415
+15% +$2.69M 0.01% 1231
2019
Q2 		$17.6M Sell
458,455
-60,350
-12% -$2.26M 0.01% 1303
2019
Q1 		$19M Sell
518,805
-126,290
-20% -$4.39M 0.01% 1173
2018
Q4 		$20.5M Buy
645,095
+104,015
+19% +$3.52M 0.01% 1071
2018
Q3 		$20.1M Sell
541,080
-25,480
-4% -$923K 0.01% 1210
2018
Q2 		$19.8M Buy
566,560
+209,170
+59% +$7.11M 0.01% 1183
2018
Q1 		$11.7M Sell
357,390
-21,635
-6% -$718K 0.01% 1559
2017
Q4 		$11.9M Buy
379,025
+4,755
+1% +$145K ﹤0.01% 1587
2017
Q3 		$11M Sell
374,270
-41,145
-10% -$1.18M 0.01% 1551
2017
Q2 		$11.6M Buy
415,415
+22,065
+6% +$606K 0.01% 1424
2017
Q1 		$10.4M Sell
393,350
-23,660
-6% -$607K 0.01% 1465
2016
Q4 		$10.1M Sell
417,010
-314,450
-43% -$7.58M 0.01% 1490
2016
Q3 		$17.8M Buy
731,460
+269,170
+58% +$6.56M 0.01% 1050
2016
Q2 		$10.8M Sell
462,290
-262,955
-36% -$6.2M 0.01% 1327
2016
Q1 		$17.1M Sell
725,245
-15,970
-2% -$359K 0.01% 986
2015
Q4 		$17.8M Sell
741,215
-14,930
-2% -$362K 0.01% 1023
2015
Q3 		$16.9M Buy
756,145
+12,910
+2% +$306K 0.01% 1005
2015
Q2 		$17.6M Sell
743,235
-9,565
-1% -$230K 0.01% 1070
2015
Q1 		$17.8M Buy
752,800
+288,305
+62% +$6.72M 0.01% 1045
2014
Q4 		$10.5M Buy
+464,495
New +$10.3M 0.01% 1469

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group's ILCG Position: Q1 2026 in Review

UBS Group reduced its iShares Morningstar Growth ETF (ILCG) stake by 39% in Q1 2026, selling an estimated $14.1M and leaving 215,883 shares worth $20.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2547.

UBS Group first reported a position in ILCG in Q4 2014 and has held it in 46 quarters since. The position peaked at $38.2M in Q3 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • UBS Group held 215,883 shares of iShares Morningstar Growth ETF worth $20.6M as of Q1 2026.
  • UBS Group sold 139,247 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $14.1M.
  • iShares Morningstar Growth ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2547 holding.
  • UBS Group first reported a position in iShares Morningstar Growth ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's iShares Morningstar Growth ETF position peaked at $38.2M in Q3 2025.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

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