IWA
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Icon Wealth Advisors’s East-West Bancorp EWBC Stock Holding History

Icon Wealth Advisors’s Portfolio EWBC Stock Details EWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,082
Closed -$115K – 443
2025
Q3 		$115K Buy
+1,082
New +$114K 0.01% 479

Other funds holding EWBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Icon Wealth Advisors's EWBC Position: Q4 2025 in Review

Icon Wealth Advisors sold out of East-West Bancorp (EWBC) in Q4 2025, closing a stake of 1,082 shares — an estimated $115K sold.

Icon Wealth Advisors first reported a position in EWBC in Q3 2025 and held it in 1 quarter. The position peaked at $115K in Q3 2025. 582 funds tracked by Wall St. Rank hold EWBC as of Q4 2025.

  • Icon Wealth Advisors reported no remaining East-West Bancorp position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,082 East-West Bancorp shares in Q4 2025, an estimated $115K.
  • Icon Wealth Advisors first reported a position in East-West Bancorp in Q3 2025 and held it in 1 quarter.
  • Icon Wealth Advisors's East-West Bancorp position peaked at $115K in Q3 2025.
  • 582 funds tracked by Wall St. Rank held East-West Bancorp as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.