RWM
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Ritholtz Wealth Management’s Escalade ESCA Stock Holding History

Ritholtz Wealth Management’s Portfolio ESCA Stock Details ESCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$561K Buy
32,675
+17,012
+109% +$257K 0.01% 747
2025
Q4 		$211K Sell
15,663
-283
-2% -$3.52K ﹤0.01% 1046
2025
Q3 		$200K Sell
15,946
-3,993
-20% -$51.3K ﹤0.01% 981
2025
Q2 		$279K Buy
19,939
+17
+0.1% +$251 0.01% 821
2025
Q1 		$305K Buy
+19,922
New +$300K 0.01% 744
2024
Q1 		– Sell
-16,940
Closed -$340K – 801
2023
Q4 		$340K Buy
16,940
+2,056
+14% +$38K 0.01% 570
2023
Q3 		$228K Buy
+14,884
New +$217K 0.01% 620
2021
Q2 		– Sell
-9,644
Closed -$202K – 542
2021
Q1 		$202K Sell
9,644
-328
-3% -$7.09K 0.02% 407
2020
Q4 		$211K Buy
+9,972
New +$204K 0.02% 329

Other funds holding ESCA

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return