ICA Group Wealth Management’s Barron's 400 ETF BFOR Stock Holding History

ICA Group Wealth Management’s Portfolio BFOR Stock Details BFOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,416	Closed	-$41K	–	830
2024 Q1	$41K	Hold	2,416	–	–	0.01%	602
2023 Q4	$37.6K	Buy	+2,416	New	+$34.8K	0.01%	579
2023 Q3	–	Sell	-2,416	Closed	-$34.6K	–	321
2023 Q2	$34.6K	Hold	2,416	–	–	0.01%	575
2023 Q1	$32.9K	Hold	2,416	–	–	0.01%	559
2022 Q4	$32.2K	Buy	+2,416	New	+$32.9K	0.01%	598

Other funds holding BFOR

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $138M AUM 9.06% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ICA Group Wealth Management's BFOR Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Barron's 400 ETF (BFOR) in Q2 2024, closing a stake of 2,416 shares — an estimated $41K sold.

ICA Group Wealth Management first reported a position in BFOR in Q4 2022 and held it in 5 quarters. The position peaked at $41K in Q1 2024. 32 funds tracked by Wall St. Rank hold BFOR as of Q2 2024.

ICA Group Wealth Management reported no remaining Barron's 400 ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 2,416 Barron's 400 ETF shares in Q2 2024, an estimated $41K.
ICA Group Wealth Management first reported a position in Barron's 400 ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's Barron's 400 ETF position peaked at $41K in Q1 2024.
32 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.