Emergent Wealth Advisors’s Ennis EBF Stock Holding History

Emergent Wealth Advisors’s Portfolio EBF Stock Details EBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-15,000	Closed	-$329K	–	111
2023 Q4	$329K	Buy	+15,000	New	+$323K	0.31%	66

Other funds holding EBF

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Emergent Wealth Advisors's EBF Position: Q1 2024 in Review

Emergent Wealth Advisors sold out of Ennis (EBF) in Q1 2024, closing a stake of 15,000 shares — an estimated $329K sold.

Emergent Wealth Advisors first reported a position in EBF in Q4 2023 and held it in 1 quarter. The position peaked at $329K in Q4 2023. 156 funds tracked by Wall St. Rank hold EBF as of Q1 2024.

Emergent Wealth Advisors reported no remaining Ennis position as of Q1 2024 after selling out during the quarter.
Emergent Wealth Advisors sold 15,000 Ennis shares in Q1 2024, an estimated $329K.
Emergent Wealth Advisors first reported a position in Ennis in Q4 2023 and held it in 1 quarter.
Emergent Wealth Advisors's Ennis position peaked at $329K in Q4 2023.
156 funds tracked by Wall St. Rank held Ennis as of Q1 2024.

Based on Emergent Wealth Advisors's 13F filing for Q1 2024, filed 17 Dec 2025.