SW
ICFI icon

Simplicity Wealth’s ICF International ICFI Stock Holding History

Simplicity Wealth’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
2024
Q4 		– Sell
-1,396
Closed -$233K – 427
2024
Q3 		$233K Sell
1,396
-580
-29% -$89.1K 0.02% 442
2024
Q2 		$293K Sell
1,976
-22
-1% -$3.18K 0.01% 955
2024
Q1 		$301K Buy
+1,998
New +$289K 0.01% 915

Other funds holding ICFI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Simplicity Wealth's ICFI Position: Q4 2024 in Review

Simplicity Wealth sold out of ICF International (ICFI) in Q4 2024, closing a stake of 1,396 shares — an estimated $233K sold.

Simplicity Wealth first reported a position in ICFI in Q1 2024 and held it in 3 quarters. The position peaked at $301K in Q1 2024. 310 funds tracked by Wall St. Rank hold ICFI as of Q4 2024.

  • Simplicity Wealth reported no remaining ICF International position as of Q4 2024 after selling out during the quarter.
  • Simplicity Wealth sold 1,396 ICF International shares in Q4 2024, an estimated $233K.
  • Simplicity Wealth first reported a position in ICF International in Q1 2024 and held it in 3 quarters.
  • Simplicity Wealth's ICF International position peaked at $301K in Q1 2024.
  • 310 funds tracked by Wall St. Rank held ICF International as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.