AE Wealth Management
ICFI icon

AE Wealth Management’s ICF International ICFI Stock Holding History

AE Wealth Management’s Portfolio ICFI Stock Details ICFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,215
Closed -$264K – 2212
2024
Q4 		$264K Buy
+2,215
New +$331K ﹤0.01% 1153

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Dimensional Fund Advisors
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Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AE Wealth Management's ICFI Position: Q1 2025 in Review

AE Wealth Management sold out of ICF International (ICFI) in Q1 2025, closing a stake of 2,215 shares — an estimated $264K sold.

AE Wealth Management first reported a position in ICFI in Q4 2024 and held it in 1 quarter. The position peaked at $264K in Q4 2024. 260 funds tracked by Wall St. Rank hold ICFI as of Q1 2025.

  • AE Wealth Management reported no remaining ICF International position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 2,215 ICF International shares in Q1 2025, an estimated $264K.
  • AE Wealth Management first reported a position in ICF International in Q4 2024 and held it in 1 quarter.
  • AE Wealth Management's ICF International position peaked at $264K in Q4 2024.
  • 260 funds tracked by Wall St. Rank held ICF International as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.