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ERn Financial LLC’s Zillow Z Stock Holding History

ERn Financial LLC’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,598
Closed -$795K – 192
2025
Q1 		$795K Buy
11,598
+359
+3% +$27.4K 0.13% 113
2024
Q4 		$832K Buy
11,239
+1,135
+11% +$81.1K 0.12% 113
2024
Q3 		$645K Sell
10,104
-91
-0.9% -$4.89K 0.1% 129
2024
Q2 		$473K Hold
10,195
– – 0.08% 137
2024
Q1 		$497K Buy
10,195
+682
+7% +$37.1K 0.09% 137
2023
Q4 		$500K Buy
9,513
+1,154
+14% +$50.9K 0.09% 131
2023
Q3 		$386K Sell
8,359
-387
-4% -$19.9K 0.08% 135
2023
Q2 		$440K Buy
8,746
+949
+12% +$43.6K 0.09% 129
2023
Q1 		$347K Buy
7,797
+880
+13% +$37.4K 0.08% 140
2022
Q4 		$223K Buy
+6,917
New +$229K 0.05% 165
2022
Q2 		– Sell
-4,211
Closed -$208K – 196
2022
Q1 		$208K Buy
4,211
+397
+10% +$21.3K 0.05% 166
2021
Q4 		$244K Buy
+3,814
New +$275K 0.05% 141

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IFP
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Ninety One (UK)
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EC
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return