EWA
ESGR

EverSource Wealth Advisors’s Enstar Group ESGR Stock Holding History

EverSource Wealth Advisors’s Portfolio ESGR Stock Details ESGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-225
Closed -$75.7K – 4371
2025
Q2 		$75.7K Buy
225
+177
+369% +$59.2K ﹤0.01% 1359
2025
Q1 		$16K Buy
48
+20
+71% +$6.59K ﹤0.01% 1824
2024
Q4 		$9.02K Buy
28
+20
+250% +$6.47K ﹤0.01% 2051
2024
Q3 		$2.57K Hold
8
– – ﹤0.01% 2458
2024
Q2 		$2.6K Hold
8
– – ﹤0.01% 2462
2024
Q1 		$2.32K Buy
+8
New +$2.29K ﹤0.01% 2328
2023
Q3 		– Hold
0
– – – 2560
2023
Q2 		– Hold
0
– – – 2528

Other funds holding ESGR

CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return