MSCM
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McElhenny Sheffield Capital Management’s Icon ICLR Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,000
Closed -$210K – 107
2024
Q4 		$210K Hold
1,000
– – 0.07% 97
2024
Q3 		$287K Hold
1,000
– – 0.09% 88
2024
Q2 		$313K Hold
1,000
– – 0.11% 74
2024
Q1 		$336K Hold
1,000
– – 0.12% 72
2023
Q4 		$283K Hold
1,000
– – 0.12% 75
2023
Q3 		$246K Hold
1,000
– – 0.13% 81
2023
Q2 		$250K Hold
1,000
– – 0.11% 80
2023
Q1 		$214K Sell
1,000
-2
-0.2% -$445 0.11% 85
2022
Q4 		$195K Buy
+1,002
New +$199K 0.09% 87
2022
Q3 		– Sell
-1,000
Closed -$217K – 97
2022
Q2 		$217K Hold
1,000
– – 0.1% 94
2022
Q1 		$243K Hold
1,000
– – 0.08% 103
2021
Q4 		$310K Hold
1,000
– – 0.12% 93
2021
Q3 		$262K Buy
+1,000
New +$243K 0.12% 104

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