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Icon Wealth Partners, LLC Buys iShares Core S&P 500 ETF, iShares National Muni Bond ETF, iShares Core MSCI Emerging Markets ETF, Sells iShares J.P. Morgan USD Emerging Markets Bond ETF, Service Corp International, iShares Core S&P Small-Cap ETF

Investment company Icon Wealth Partners, LLC (Current Portfolio) buys iShares Core S&P 500 ETF, iShares National Muni Bond ETF, iShares Core MSCI Emerging Markets ETF, iShares Core S&P Total U.S. Stock Market ETF, iShares Core MSCI EAFE ETF, sells iShares J.P. Morgan USD Emerging Markets Bond ETF, Service Corp International, iShares Core S&P Small-Cap ETF, iShares iBoxx $ Investment Grade Corporate Bond ET, Western Midstream Partners LP during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Icon Wealth Partners, LLC. As of 2019Q2, Icon Wealth Partners, LLC owns 159 stocks with a total value of $269 million. These are the details of the buys and sells.

For the details of Icon Wealth Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/icon+wealth+partners%2C+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Icon Wealth Partners, LLC
  1. Accenture PLC (ACN) - 251,542 shares, 17.30% of the total portfolio. Shares added by 0.24%
  2. iShares Core S&P 500 ETF (IVV) - 104,207 shares, 11.43% of the total portfolio. Shares added by 37.08%
  3. iShares National Muni Bond ETF (MUB) - 153,642 shares, 6.47% of the total portfolio. Shares added by 70.57%
  4. iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 205,772 shares, 5.10% of the total portfolio. Shares added by 37.38%
  5. iShares Core MSCI EAFE ETF (IEFA) - 210,844 shares, 4.82% of the total portfolio. Shares added by 32.42%
New Purchase: Western Midstream Partners LP (WES)

Icon Wealth Partners, LLC initiated holding in Western Midstream Partners LP. The purchase prices were between $28.26 and $34.93, with an estimated average price of $30.85. The stock is now traded at around $24.15. The impact to a portfolio due to this purchase was 0.27%. The holding were 23,722 shares as of .

New Purchase: Antero Midstream Corp (AM)

Icon Wealth Partners, LLC initiated holding in Antero Midstream Corp. The purchase prices were between $11 and $14.31, with an estimated average price of $12.82. The stock is now traded at around $7.22. The impact to a portfolio due to this purchase was 0.06%. The holding were 14,519 shares as of .

New Purchase: Amcor PLC (AMCR)

Icon Wealth Partners, LLC initiated holding in Amcor PLC. The purchase prices were between $10.59 and $11.51, with an estimated average price of $11.1. The stock is now traded at around $10.44. The impact to a portfolio due to this purchase was 0.05%. The holding were 10,949 shares as of .

Added: iShares Core S&P 500 ETF (IVV)

Icon Wealth Partners, LLC added to a holding in iShares Core S&P 500 ETF by 37.08%. The purchase prices were between $274.69 and $296.02, with an estimated average price of $288.3. The stock is now traded at around $294.13. The impact to a portfolio due to this purchase was 3.09%. The holding were 104,207 shares as of .

Added: iShares National Muni Bond ETF (MUB)

Icon Wealth Partners, LLC added to a holding in iShares National Muni Bond ETF by 70.57%. The purchase prices were between $110.67 and $113.09, with an estimated average price of $111.96. The stock is now traded at around $114.78. The impact to a portfolio due to this purchase was 2.68%. The holding were 153,642 shares as of .

Added: iShares Core MSCI Emerging Markets ETF (IEMG)

Icon Wealth Partners, LLC added to a holding in iShares Core MSCI Emerging Markets ETF by 109.60%. The purchase prices were between $47.61 and $53.18, with an estimated average price of $50.68. The stock is now traded at around $47.91. The impact to a portfolio due to this purchase was 1.69%. The holding were 168,777 shares as of .

Added: iShares Core S&P Total U.S. Stock Market ETF (ITOT)

Icon Wealth Partners, LLC added to a holding in iShares Core S&P Total U.S. Stock Market ETF by 37.38%. The purchase prices were between $62.13 and $66.91, with an estimated average price of $65.23. The stock is now traded at around $66.32. The impact to a portfolio due to this purchase was 1.39%. The holding were 205,772 shares as of .

Added: iShares Core MSCI EAFE ETF (IEFA)

Icon Wealth Partners, LLC added to a holding in iShares Core MSCI EAFE ETF by 32.42%. The purchase prices were between $58.22 and $61.5, with an estimated average price of $60.25. The stock is now traded at around $59.03. The impact to a portfolio due to this purchase was 1.18%. The holding were 210,844 shares as of .

Added: First Trust Preferred Securities and Income ETF (FPE)

Icon Wealth Partners, LLC added to a holding in First Trust Preferred Securities and Income ETF by 70.56%. The purchase prices were between $19.06 and $19.39, with an estimated average price of $19.22. The stock is now traded at around $19.58. The impact to a portfolio due to this purchase was 1.17%. The holding were 390,091 shares as of .

Sold Out: Service Corp International (SCI)

Icon Wealth Partners, LLC sold out a holding in Service Corp International. The sale prices were between $40.45 and $46.78, with an estimated average price of $43.14.

Sold Out: Western Midstream Partners LP (1WG)

Icon Wealth Partners, LLC sold out a holding in Western Midstream Partners LP. The sale prices were between $24.96 and $30.52, with an estimated average price of $27.25.

Sold Out: iShares S&P 500 Growth ETF (IVW)

Icon Wealth Partners, LLC sold out a holding in iShares S&P 500 Growth ETF. The sale prices were between $167.08 and $181.06, with an estimated average price of $175.29.

Sold Out: Medtronic PLC (MDT)

Icon Wealth Partners, LLC sold out a holding in Medtronic PLC. The sale prices were between $84.15 and $99.38, with an estimated average price of $91.22.

Sold Out: Wells Fargo & Co (WFC)

Icon Wealth Partners, LLC sold out a holding in Wells Fargo & Co. The sale prices were between $44.37 and $49.17, with an estimated average price of $46.77.

Sold Out: Vodafone Group PLC (VOD)

Icon Wealth Partners, LLC sold out a holding in Vodafone Group PLC. The sale prices were between $15.56 and $18.88, with an estimated average price of $17.2.



Here is the complete portfolio of Icon Wealth Partners, LLC. Also check out:

1. Icon Wealth Partners, LLC's Undervalued Stocks
2. Icon Wealth Partners, LLC's Top Growth Companies, and
3. Icon Wealth Partners, LLC's High Yield stocks
4. Stocks that Icon Wealth Partners, LLC keeps buying

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