MWC
EBF icon

MBM Wealth Consultants’s Ennis EBF Stock Holding History

MBM Wealth Consultants’s Portfolio EBF Stock Details EBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.5K Buy
+1,238
New +$25K 0.01% 189
2023
Q4 		– Sell
-12,119
Closed -$260K – 114
2023
Q3 		$260K Buy
12,119
+781
+7% +$16.6K 0.11% 87
2023
Q2 		$229K Buy
11,338
+5,076
+81% +$102K 0.1% 94
2023
Q1 		$205K Hold
6,262
– – 0.08% 98
2022
Q4 		$143K Buy
6,262
+1,382
+28% +$30.7K 0.07% 108
2022
Q3 		$100K Buy
4,880
+1,060
+28% +$22.4K 0.05% 112
2022
Q2 		$77K Buy
3,820
+125
+3% +$2.25K 0.04% 129
2022
Q1 		$68K Buy
3,695
+1,120
+43% +$21.1K 0.03% 167
2021
Q4 		$50K Buy
2,575
+1,090
+73% +$21.1K 0.02% 163
2021
Q3 		$28K Buy
1,485
+365
+33% +$7.16K 0.01% 190
2021
Q2 		$24K Hold
1,120
– – 0.01% 184
2021
Q1 		$24K Buy
+1,120
New +$22.2K 0.01% 173

Other funds holding EBF

BlackRock
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return