Rothschild Investment LLC’s ENI E Stock Holding History

Rothschild Investment LLC’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$34.3K	Buy	606 +105	+21%	+$4.71K	﹤0.01%	1228
2025 Q4	$19K	Buy	501 +12	+2%	+$441	﹤0.01%	1338
2025 Q3	$17.1K	Buy	489 +19	+4%	+$656	﹤0.01%	1275
2025 Q2	$15.2K	Sell	470 -175	-27%	-$5.19K	﹤0.01%	1095
2025 Q1	$19.9K	Sell	645 -128	-17%	-$3.73K	﹤0.01%	1002
2024 Q4	$21.1K	Buy	773 +181	+31%	+$5.3K	﹤0.01%	991
2024 Q3	$17.9K	Buy	592 +101	+21%	+$3.16K	﹤0.01%	1019
2024 Q2	$15.1K	Buy	491 +222	+83%	+$7.04K	﹤0.01%	1036
2024 Q1	$8.53K	Buy	269 +32	+14%	+$1.01K	﹤0.01%	1071
2023 Q4	$8.06K	Buy	+237	New	+$7.71K	﹤0.01%	1021

Other funds holding E

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return