ICA Group Wealth Management’s WisdomTree U.S. ESG Fund RESP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-620	Closed	-$30.5K	–	1434
2023 Q4	$30.5K	Buy	+620	New	+$28.6K	0.01%	618
2023 Q3	–	Sell	-620	Closed	-$28.5K	–	1312
2023 Q2	$28.5K	Hold	620	–	–	0.01%	616
2023 Q1	$26.7K	Hold	620	–	–	0.01%	608
2022 Q4	$25.5K	Buy	+620	New	+$25.6K	0.01%	646

Other funds holding RESP

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

ICA Group Wealth Management's RESP Position: Q1 2024 in Review

ICA Group Wealth Management sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 620 shares — an estimated $30.5K sold.

ICA Group Wealth Management first reported a position in RESP in Q4 2022 and held it in 4 quarters. The position peaked at $30.5K in Q4 2023. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

ICA Group Wealth Management reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
ICA Group Wealth Management sold 620 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $30.5K.
ICA Group Wealth Management first reported a position in WisdomTree U.S. ESG Fund in Q4 2022 and held it in 4 quarters.
ICA Group Wealth Management's WisdomTree U.S. ESG Fund position peaked at $30.5K in Q4 2023.
1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on ICA Group Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.