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Anfield Capital Management’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Anfield Capital Management’s Portfolio AESR Stock Details AESR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16M Buy
958,218
+3,370
+0.4% +$58.6K 4.41% 4
2025
Q4 		$16.2M Buy
954,848
+127,795
+15% +$2.54M 5.11% 4
2025
Q3 		$17M Buy
827,053
+12,110
+1% +$238K 5.01% 5
2025
Q2 		$15.4M Sell
814,943
-17,700
-2% -$306K 5.11% 3
2025
Q1 		$13.7M Buy
832,643
+19,887
+2% +$347K 5.07% 3
2024
Q4 		$14M Buy
812,756
+3,692
+0.5% +$64.5K 5.1% 5
2024
Q3 		$13.7M Buy
809,064
+310
+0% +$5.08K 5.24% 5
2024
Q2 		$13.2M Buy
808,754
+5,197
+0.6% +$81K 6.42% 4
2024
Q1 		$12.5M Sell
803,557
-18,153
-2% -$267K 6.03% 2
2023
Q4 		$11.3M Sell
821,710
-33,581
-4% -$429K 6.12% 3
2023
Q3 		$10.5M Sell
855,291
-131,359
-13% -$1.68M 4.98% 6
2023
Q2 		$12.6M Sell
986,650
-27,523
-3% -$337K 5.5% 4
2023
Q1 		$12.2M Sell
1,014,173
-11,637
-1% -$136K 5.64% 5
2022
Q4 		$12M Buy
1,025,810
+760,175
+286% +$8.71M 5.88% 4
2022
Q3 		$2.8M Sell
265,635
-5,543
-2% -$64.2K 1.34% 16
2022
Q2 		$3.01M Sell
271,178
-7,049
-3% -$85.3K 1.36% 17
2022
Q1 		$3.74M Sell
278,227
-459,482
-62% -$6.04M 1.37% 15
2021
Q4 		$10.3M Buy
737,709
+598
+0.1% +$8.57K 3.56% 8
2021
Q3 		$10.6M Buy
737,111
+16,009
+2% +$224K 3.29% 9
2021
Q2 		$9.82M Buy
721,102
+70,635
+11% +$934K 3.74% 8
2021
Q1 		$8.19M Sell
650,467
-13,817
-2% -$169K 3.27% 8
2020
Q4 		$7.92M Sell
664,284
-23,160
-3% -$264K 3.37% 6
2020
Q3 		$7.52M Sell
687,444
-6,791
-1% -$72.7K 4.34% 5
2020
Q2 		$7.3M Buy
694,235
+15,921
+2% +$149K 2.89% 9
2020
Q1 		$5.64M Buy
678,314
+564,814
+498% +$5.42M 3.27% 8
2019
Q4 		$1.15M Buy
+113,500
New +$1.15M 0.46% 35

Other funds holding AESR

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
JMA
J.M. Arbour Gardiner, Maine $104M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $221M AUM
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $223M AUM

Anfield Capital Management's AESR Position: Q1 2026 in Review

Anfield Capital Management increased its Anfield US Equity Sector Rotation ETF (AESR) stake by 0.35% in Q1 2026, buying an estimated $58.6K and bringing the position to 958,218 shares worth $16M. The position accounts for 4.41% of the portfolio, ranked #4.

Anfield Capital Management first reported a position in AESR in Q4 2019 and has held it in 26 quarters since. The position peaked at $17M in Q3 2025. 21 funds tracked by Wall St. Rank hold AESR as of Q1 2026.

  • Anfield Capital Management held 958,218 shares of Anfield US Equity Sector Rotation ETF worth $16M as of Q1 2026.
  • Anfield Capital Management bought 3,370 Anfield US Equity Sector Rotation ETF shares in Q1 2026, an estimated $58.6K.
  • Anfield US Equity Sector Rotation ETF made up 4.41% of Anfield Capital Management's portfolio in Q1 2026, its #4 holding.
  • Anfield Capital Management first reported a position in Anfield US Equity Sector Rotation ETF in Q4 2019 and has held it in 26 quarters since.
  • Anfield Capital Management's Anfield US Equity Sector Rotation ETF position peaked at $17M in Q3 2025.
  • 21 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.