IWM
ESGR

IHT Wealth Management’s Enstar Group ESGR Stock Holding History

IHT Wealth Management’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
-932
Closed -$313K – 1185
2025
Q2 		$313K Sell
932
-170
-15% -$56.9K 0.01% 869
2025
Q1 		$366K Hold
1,102
– – 0.01% 782
2024
Q4 		$355K Hold
1,102
– – 0.01% 803
2024
Q3 		$354K Sell
1,102
-200
-15% -$64.8K 0.01% 847
2024
Q2 		$398K Hold
1,302
– – 0.01% 706
2024
Q1 		$405K Hold
1,302
– – 0.02% 703
2023
Q4 		$383K Sell
1,302
-75
-5% -$19.6K 0.02% 681
2023
Q3 		$333K Hold
1,377
– – 0.02% 688
2023
Q2 		$336K Hold
1,377
– – 0.02% 678
2023
Q1 		$319K Hold
1,377
– – 0.02% 677
2022
Q4 		$318K Sell
1,377
-94
-6% -$19.1K 0.02% 635
2022
Q3 		$249K Buy
1,471
+71
+5% +$13.9K 0.02% 692
2022
Q2 		$300K Hold
1,400
– – 0.03% 528
2022
Q1 		$366K Buy
1,400
+10
+0.7% +$2.65K 0.03% 507
2021
Q4 		$344K Hold
1,390
– – 0.03% 556
2021
Q3 		$326K Sell
1,390
-12
-0.9% -$2.93K 0.03% 565
2021
Q2 		$335K Hold
1,402
– – 0.02% 662
2021
Q1 		$346K Hold
1,402
– – 0.02% 582
2020
Q4 		$287K Sell
1,402
-10
-0.7% -$1.89K 0.02% 577
2020
Q3 		$228K Buy
+1,412
New +$240K 0.02% 570

Other funds holding ESGR

CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return

IHT Wealth Management's ESGR Position: Q3 2025 in Review

IHT Wealth Management sold out of Enstar Group (ESGR) in Q3 2025, closing a stake of 932 shares — an estimated $313K sold.

IHT Wealth Management first reported a position in ESGR in Q3 2020 and held it in 20 quarters. The position peaked at $405K in Q1 2024. 3 funds tracked by Wall St. Rank hold ESGR as of Q3 2025.

  • IHT Wealth Management reported no remaining Enstar Group position as of Q3 2025 after selling out during the quarter.
  • IHT Wealth Management sold 932 Enstar Group shares in Q3 2025, an estimated $313K.
  • IHT Wealth Management first reported a position in Enstar Group in Q3 2020 and held it in 20 quarters.
  • IHT Wealth Management's Enstar Group position peaked at $405K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held Enstar Group as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.