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Bridgewater Advisors’s IES Holdings IESC Stock Holding History

Bridgewater Advisors’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.27M Hold
3,343
– – 0.13% 74
2025
Q4 		$1.59M Hold
3,343
– – 0.1% 97
2025
Q3 		$1.32M Hold
3,343
– – 0.09% 106
2025
Q2 		$1.14M Hold
3,343
– – 0.09% 118
2025
Q1 		$665K Buy
+3,343
New +$697K 0.06% 181
2022
Q2 		– Sell
-5,928
Closed -$238K – 235
2022
Q1 		$238K Hold
5,928
– – 0.06% 213
2021
Q4 		$300K Hold
5,928
– – 0.07% 197
2021
Q3 		$271K Hold
5,928
– – 0.07% 199
2021
Q2 		$304K Hold
5,928
– – 0.1% 183
2021
Q1 		$287K Buy
+5,928
New +$285K 0.15% 128

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $942M AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return