Envestnet Asset Management
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Envestnet Asset Management’s IES Holdings IESC Stock Holding History

Envestnet Asset Management’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$884K Buy
2,985
+498
+20% +$148K ﹤0.01% 3348
2025
Q1 		$411K Buy
2,487
+35
+1% +$5.78K ﹤0.01% 3741
2024
Q4 		$493K Buy
2,452
+808
+49% +$162K ﹤0.01% 3592
2024
Q3 		$328K Buy
+1,644
New +$328K ﹤0.01% 3771