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Evernest Financial Advisors’s Intercontinental Exchange ICE Stock Holding History

Evernest Financial Advisors’s Portfolio ICE Stock Details ICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$211K Hold
1,715
– – 0.04% 182
2026
Q1 		$269K Sell
1,715
-52
-3% -$8.48K 0.06% 159
2025
Q4 		$299K Buy
1,767
+4
+0.2% +$626 0.06% 143
2025
Q3 		$297K Sell
1,763
-75
-4% -$13.4K 0.08% 151
2025
Q2 		$337K Sell
1,838
-8
-0.4% -$1.38K 0.11% 131
2025
Q1 		$318K Sell
1,846
-219
-11% -$35.9K 0.11% 124
2024
Q4 		$308K Sell
2,065
-105
-5% -$16.6K 0.08% 132
2024
Q3 		$349K Sell
2,170
-2
-0.1% -$308 0.09% 118
2024
Q2 		$297K Hold
2,172
– – 0.13% 108
2024
Q1 		$285K Sell
2,172
-90
-4% -$12K 0.13% 109
2023
Q4 		$290K Buy
+2,262
New +$256K 0.15% 110
2021
Q4 		$307K Buy
+2,264
New +$300K 0.16% 101

Other funds holding ICE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Evernest Financial Advisors's ICE Position: Q2 2026 in Review

Evernest Financial Advisors held its Intercontinental Exchange (ICE) position steady in Q2 2026 at 1,715 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #182.

Evernest Financial Advisors first reported a position in ICE in Q4 2021 and has held it in 12 quarters since. The position peaked at $349K in Q3 2024. 1,660 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • Evernest Financial Advisors held 1,715 shares of Intercontinental Exchange worth $211K as of Q2 2026.
  • Evernest Financial Advisors left its Intercontinental Exchange share count unchanged in Q2 2026.
  • Intercontinental Exchange made up 0.04% of Evernest Financial Advisors's portfolio in Q2 2026, its #182 holding.
  • Evernest Financial Advisors first reported a position in Intercontinental Exchange in Q4 2021 and has held it in 12 quarters since.
  • Evernest Financial Advisors's Intercontinental Exchange position peaked at $349K in Q3 2024.
  • 1,660 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.