IGWM
DEA

ICA Group Wealth Management’s Easterly Government Properties DEA Stock Holding History

ICA Group Wealth Management’s Portfolio DEA Stock Details DEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$10.6K Hold
342
– – 0.01% 476
2024
Q1 		$9.84K Hold
342
– – ﹤0.01% 889
2023
Q4 		$11.5K Buy
+342
New +$10.1K ﹤0.01% 845

Other funds holding DEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

ICA Group Wealth Management held its Easterly Government Properties (DEA) position steady in Q2 2024 at 342 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #476.

ICA Group Wealth Management first reported a position in DEA in Q4 2023 and has held it in 3 quarters since. The position peaked at $11.5K in Q4 2023. 262 funds tracked by Wall St. Rank hold DEA as of Q2 2024.

  • ICA Group Wealth Management held 342 shares of Easterly Government Properties worth $10.6K as of Q2 2024.
  • ICA Group Wealth Management left its Easterly Government Properties share count unchanged in Q2 2024.
  • Easterly Government Properties made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #476 holding.
  • ICA Group Wealth Management first reported a position in Easterly Government Properties in Q4 2023 and has held it in 3 quarters since.
  • ICA Group Wealth Management's Easterly Government Properties position peaked at $11.5K in Q4 2023.
  • 262 funds tracked by Wall St. Rank held Easterly Government Properties as of Q2 2024.

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