West Coast Financial’s iShares Morningstar US Equity ETF ILCB Stock Holding History

West Coast Financial’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 Q2	–	Sell	-16,653	Closed	-$1.29M	–	66
2025 Q1	$1.29M	Sell	16,653 -1,492	-8%	-$122K	0.15%	69
2024 Q4	$1.47M	Sell	18,145 -1,294	-7%	-$106K	0.16%	70
2024 Q3	$1.54M	Sell	19,439 -2,133	-10%	-$163K	0.17%	72
2024 Q2	$1.62M	Sell	21,572 -1,639	-7%	-$119K	0.19%	67
2024 Q1	$1.68M	Sell	23,211 -4,242	-15%	-$292K	0.2%	62
2023 Q4	$1.81M	Sell	27,453 -453	-2%	-$27.8K	0.24%	60
2023 Q3	$1.64M	Sell	27,906 -1,539	-5%	-$94.4K	0.25%	72
2023 Q2	$1.8M	Sell	29,445 -2,053	-7%	-$118K	0.25%	72
2023 Q1	$1.78M	Sell	31,498 -1,258	-4%	-$69.2K	0.27%	69
2022 Q4	$1.72M	Sell	32,756 -2,688	-8%	-$142K	0.29%	65
2022 Q3	$1.75M	Sell	35,444 -271	-0.8%	-$14.9K	0.32%	62
2022 Q2	$1.86M	Sell	35,715 -1,332	-4%	-$75.4K	0.33%	59
2022 Q1	$2.33M	Sell	37,047 -4,331	-10%	-$268K	0.36%	58
2021 Q4	$2.75M	Sell	41,378 -4,392	-10%	-$284K	0.39%	54
2021 Q3	$2.78M	Sell	45,770 -3,235	-7%	-$202K	0.45%	53
2021 Q2	$2.98M	Sell	49,005 -2,563	-5%	-$151K	0.49%	51
2021 Q1	$2.89M	Sell	51,568 -5,680	-10%	-$312K	0.5%	51
2020 Q4	$3.1M	Sell	57,248 -8,752	-13%	-$448K	0.6%	49
2020 Q3	$3.22M	Sell	66,000 -15,300	-19%	-$729K	0.73%	46
2020 Q2	$3.55M	Sell	81,300 -10,220	-11%	-$422K	0.86%	43
2020 Q1	$3.35M	Sell	91,520 -17,280	-16%	-$757K	0.89%	44
2019 Q4	$5.02M	Sell	108,800 -11,172	-9%	-$490K	1.07%	37
2019 Q3	$5.04M	Sell	119,972 -4,780	-4%	-$199K	1.14%	36
2019 Q2	$5.15M	Sell	124,752 -832	-0.7%	-$34K	1.18%	36
2019 Q1	$5.02M	Sell	125,584 -3,536	-3%	-$136K	1.19%	30
2018 Q4	$4.6M	Buy	129,120 +8,584	+7%	+$335K	1.31%	26
2018 Q3	$5.07M	Buy	120,536 +5,832	+5%	+$238K	1.17%	29
2018 Q2	$4.41M	Sell	114,704 -5,116	-4%	-$199K	1.22%	26
2018 Q1	$4.59M	Sell	119,820 -872	-0.7%	-$34.9K	1.31%	30
2017 Q4	$4.79M	Sell	120,692 -2,556	-2%	-$99.5K	1.35%	30
2017 Q3	$4.64M	Buy	123,248 +16,536	+15%	+$615K	1.26%	31
2017 Q2	$3.9M	Buy	106,712 +32,856	+44%	+$1.19M	1.25%	30
2017 Q1	$2.62M	Buy	73,856 +11,972	+19%	+$415K	0.83%	46
2016 Q4	$2.05M	Buy	61,884 +20,548	+50%	+$667K	0.65%	46
2016 Q3	$1.32M	Buy	41,336 +11,596	+39%	+$370K	0.43%	61
2016 Q2	$913K	Buy	29,740 +904	+3%	+$27.3K	0.33%	67
2016 Q1	$859K	Buy	28,836 +5,512	+24%	+$157K	0.35%	57
2015 Q4	$694K	Buy	23,324 +1,712	+8%	+$51.3K	0.29%	66
2015 Q3	$605K	Sell	21,612 -1,900	-8%	-$56.4K	0.27%	65
2015 Q2	$710K	Sell	23,512 -2,460	-9%	-$76K	0.31%	63
2015 Q1	$788K	Buy	25,972 +16,296	+168%	+$499K	0.37%	60
2014 Q4	$299K	Buy	+9,676	New	+$290K	0.15%	74

Other funds holding ILCB

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Coast Financial's ILCB Position: Q2 2025 in Review

West Coast Financial sold out of iShares Morningstar US Equity ETF (ILCB) in Q2 2025, closing a stake of 16,653 shares — an estimated $1.29M sold.

West Coast Financial first reported a position in ILCB in Q4 2014 and held it in 42 quarters. The position peaked at $5.15M in Q2 2019. 172 funds tracked by Wall St. Rank hold ILCB as of Q2 2025.

West Coast Financial reported no remaining iShares Morningstar US Equity ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 16,653 iShares Morningstar US Equity ETF shares in Q2 2025, an estimated $1.29M.
West Coast Financial first reported a position in iShares Morningstar US Equity ETF in Q4 2014 and held it in 42 quarters.
West Coast Financial's iShares Morningstar US Equity ETF position peaked at $5.15M in Q2 2019.
172 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.