Mercer Global Advisors’s IES Holdings IESC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
+928
| New | +$275K | ﹤0.01% | 1870 |
|
|
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% | -$61.6K | 0.03% | 434 |
|
|
2019
Q3 | $1.16M | Sell |
56,413
-14,500
| -20% | -$298K | 0.03% | 441 |
|
|
2019
Q2 | $1.34M | Hold |
70,913
| – | – | 0.04% | 388 |
|
|
2019
Q1 | $1.26M | Buy |
+70,913
| New | +$1.26M | 0.05% | 344 |
|