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ICA Group Wealth Management’s Motley Fool 100 Index ETF TMFC Stock Holding History

ICA Group Wealth Management’s Portfolio TMFC Stock Details TMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$92.6K Sell
1,720
-12,507
-88% -$630K 0.06% 185
2024
Q1 		$706K Sell
14,227
-1,515
-10% -$71.9K 0.14% 132
2023
Q4 		$703K Buy
15,742
+2,525
+19% +$106K 0.16% 121
2023
Q3 		$519K Buy
13,217
+1,386
+12% +$56.6K 0.15% 131
2023
Q2 		$482K Buy
11,831
+360
+3% +$13.4K 0.12% 136
2023
Q1 		$406K Buy
11,471
+1,526
+15% +$50.5K 0.1% 168
2022
Q4 		$303K Buy
+9,945
New +$314K 0.07% 207

Other funds holding TMFC

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return

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

ICA Group Wealth Management reduced its Motley Fool 100 Index ETF (TMFC) stake by 88% in Q2 2024, selling an estimated $630K and leaving 1,720 shares worth $92.6K. The position accounts for 0.06% of the portfolio, ranked #185.

ICA Group Wealth Management first reported a position in TMFC in Q4 2022 and has held it in 7 quarters since. The position peaked at $706K in Q1 2024. 90 funds tracked by Wall St. Rank hold TMFC as of Q2 2024.

  • ICA Group Wealth Management held 1,720 shares of Motley Fool 100 Index ETF worth $92.6K as of Q2 2024.
  • ICA Group Wealth Management sold 12,507 Motley Fool 100 Index ETF shares in Q2 2024, an estimated $630K.
  • Motley Fool 100 Index ETF made up 0.06% of ICA Group Wealth Management's portfolio in Q2 2024, its #185 holding.
  • ICA Group Wealth Management first reported a position in Motley Fool 100 Index ETF in Q4 2022 and has held it in 7 quarters since.
  • ICA Group Wealth Management's Motley Fool 100 Index ETF position peaked at $706K in Q1 2024.
  • 90 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2024.

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