UBS AM
IESC icon

UBS AM’s IES Holdings IESC Stock Holding History

UBS AM’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.79M Buy
16,344
+479
+3% +$220K ﹤0.01% 1340
2025
Q4 		$6.17M Buy
15,865
+1,243
+9% +$500K ﹤0.01% 1355
2025
Q3 		$5.81M Sell
14,622
-14,918
-51% -$5.13M ﹤0.01% 1296
2025
Q2 		$8.75M Buy
29,540
+6,753
+30% +$1.59M ﹤0.01% 1430
2025
Q1 		$3.76M Buy
22,787
+1,435
+7% +$299K ﹤0.01% 1706
2024
Q4 		$4.29M Buy
21,352
+1,891
+10% +$455K ﹤0.01% 1686
2024
Q3 		$3.88M Sell
19,461
-4,658
-19% -$755K ﹤0.01% 1707
2024
Q2 		$3.36M Buy
24,119
+21,985
+1,030% +$3.09M ﹤0.01% 1716
2024
Q1 		$260K Buy
+2,134
New +$205K ﹤0.01% 2427
2022
Q1 		– Sell
-4,777
Closed -$242K – 2800
2021
Q4 		$242K Hold
4,777
– – ﹤0.01% 2730
2021
Q3 		$218K Hold
4,777
– – ﹤0.01% 2680
2021
Q2 		$245K Buy
4,777
+577
+14% +$29.9K ﹤0.01% 2683
2021
Q1 		$212K Buy
+4,200
New +$202K ﹤0.01% 2560

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $942M AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return