IFP Advisors’s Employers Holdings EIG Stock Holding History

IFP Advisors’s Portfolio EIG Stock Details EIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$329	Sell	8 -25	-76%	-$1.06K	﹤0.01%	4514
2025 Q4	$1.43K	Sell	33 -23	-41%	-$938	﹤0.01%	3952
2025 Q3	$2.38K	Buy	56 +8	+17%	+$348	﹤0.01%	3636
2025 Q2	$4.81K	Buy	48 +47	+4,700%	+$2.27K	﹤0.01%	3417
2025 Q1	$51	Hold	1	–	–	﹤0.01%	4016
2024 Q4	$51	Buy	+1	New	+$51	﹤0.01%	4251
2022 Q4	–	Sell	-15	Closed	-$1K	–	4666
2022 Q3	$1K	Buy	+15	New	+$589	﹤0.01%	4538
2018 Q2	–	Sell	-65	Closed	-$3K	–	3919
2018 Q1	$3K	Hold	65	–	–	﹤0.01%	3363
2017 Q4	$3K	Sell	65 -36	-36%	-$1.7K	﹤0.01%	3413
2017 Q3	$5K	Hold	101	–	–	﹤0.01%	3376
2017 Q2	$4K	Sell	101 -235	-70%	-$9.44K	﹤0.01%	3494
2017 Q1	$13K	Sell	336 -264	-44%	-$9.96K	﹤0.01%	2766
2016 Q4	$24K	Hold	600	–	–	﹤0.01%	2322
2016 Q3	$18K	Hold	600	–	–	﹤0.01%	2461
2016 Q2	$17K	Buy	+600	New	+$17.4K	﹤0.01%	2437
2016 Q1	–	Sell	-1,200	Closed	-$33K	–	2643
2015 Q4	$33K	Buy	+1,200	New	+$31K	﹤0.01%	1861

Other funds holding EIG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return