Mercer Global Advisors’s IES Holdings IESC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$430K Buy
903
+13
+1% +$5.96K ﹤0.01% 2099
2025
Q4
$346K Buy
890
+11
+1% +$4.42K ﹤0.01% 2123
2025
Q3
$350K Sell
879
-49
-5% -$16.9K ﹤0.01% 1981
2025
Q2
$275K Buy
+928
New +$219K ﹤0.01% 1901
2020
Q2
Sell
-54,013
Closed -$953K 1086
2020
Q1
$953K Hold
54,013
0.02% 489
2019
Q4
$1.39M Sell
54,013
-2,400
-4% -$51.9K 0.03% 434
2019
Q3
$1.16M Sell
56,413
-14,500
-20% -$276K 0.03% 441
2019
Q2
$1.34M Hold
70,913
0.04% 388
2019
Q1
$1.26M Buy
+70,913
New +$1.25M 0.05% 344

Other funds holding IESC