Wealth Enhancement Advisory Services
ESGR

Wealth Enhancement Advisory Services’s Enstar Group ESGR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ESGR Stock Details ESGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,838
Closed -$611K – 3415
2025
Q1 		$611K Buy
1,838
+59
+3% +$19.5K ﹤0.01% 1903
2024
Q4 		$573K Buy
1,779
+43
+2% +$13.9K ﹤0.01% 1890
2024
Q3 		$558K Buy
1,736
+15
+0.9% +$4.86K ﹤0.01% 1758
2024
Q2 		$526K Buy
1,721
+65
+4% +$19.5K ﹤0.01% 1619
2024
Q1 		$515K Buy
1,656
+1
+0.1% +$286 ﹤0.01% 1565
2023
Q4 		$487K Buy
1,655
+3
+0.2% +$784 ﹤0.01% 1525
2023
Q3 		$400K Buy
+1,652
New +$414K ﹤0.01% 1566

Other funds holding ESGR

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BlackRock
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GCL
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SSP
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Fidelity International
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PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return