MYIA
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Mount Yale Investment Advisors’s ICF International ICFI Stock Holding History

Mount Yale Investment Advisors’s Portfolio ICFI Stock Details ICFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,060
Closed -$249K – 520
2023
Q3 		$249K Sell
2,060
-50
-2% -$6.24K 0.03% 425
2023
Q2 		$262K Sell
2,110
-156
-7% -$18K 0.03% 419
2023
Q1 		$249K Sell
2,266
-107
-5% -$11.1K 0.03% 422
2022
Q4 		$235K Sell
2,373
-724
-23% -$78.9K 0.03% 410
2022
Q3 		$338K Sell
3,097
-16
-0.5% -$1.61K 0.04% 321
2022
Q2 		$296K Buy
3,113
+735
+31% +$71.3K 0.04% 357
2022
Q1 		$224K Sell
2,378
-53
-2% -$4.97K 0.02% 426
2021
Q4 		$249K Sell
2,431
-43
-2% -$4.33K 0.03% 409
2021
Q3 		$221K Buy
+2,474
New +$225K 0.03% 428
2021
Q2 		– Sell
-2,567
Closed -$224K – 433
2021
Q1 		$224K Buy
+2,567
New +$215K 0.03% 384

Other funds holding ICFI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return