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GeoWealth Management’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

GeoWealth Management’s Portfolio AESR Stock Details AESR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.18M Sell
114,955
-5,478
-5% -$104K 0.09% 146
2025
Q1 		$1.99M Buy
120,433
+120,371
+194,147% +$1.98M 0.08% 146
2024
Q4 		$1.07K Buy
+62
New +$1.07K ﹤0.01% 1691