HFO
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Heritage Family Offices’s ICF International ICFI Stock Holding History

Heritage Family Offices’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
2026
Q1 		– Sell
-2,701
Closed -$230K – 217
2025
Q4 		$230K Sell
2,701
-431
-14% -$36.6K 0.1% 176
2025
Q3 		$291K Buy
3,132
+785
+33% +$72.7K 0.14% 142
2025
Q2 		$202K Buy
+2,347
New +$199K 0.1% 177
2025
Q1 		– Sell
-2,144
Closed -$256K – 184
2024
Q4 		$256K Buy
2,144
+278
+15% +$41.6K 0.13% 149
2024
Q3 		$311K Sell
1,866
-13
-0.7% -$2K 0.16% 126
2024
Q2 		$279K Buy
+1,879
New +$272K 0.15% 125

Other funds holding ICFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECM
Estuary Capital Management Wayzata, Minnesota $598M AUM 1.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Heritage Family Offices's ICFI Position: Q1 2026 in Review

Heritage Family Offices sold out of ICF International (ICFI) in Q1 2026, closing a stake of 2,701 shares — an estimated $230K sold.

Heritage Family Offices first reported a position in ICFI in Q2 2024 and held it in 6 quarters. The position peaked at $311K in Q3 2024. 247 funds tracked by Wall St. Rank hold ICFI as of Q1 2026.

  • Heritage Family Offices reported no remaining ICF International position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 2,701 ICF International shares in Q1 2026, an estimated $230K.
  • Heritage Family Offices first reported a position in ICF International in Q2 2024 and held it in 6 quarters.
  • Heritage Family Offices's ICF International position peaked at $311K in Q3 2024.
  • 247 funds tracked by Wall St. Rank held ICF International as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.