EPM
Elm Partners Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.1M | Buy |
997,863
+454,272
| +84% | +$30.1M | 3.84% | 9 |
|
|
2025
Q1 | $32.7M | Sell |
543,591
-508,233
| -48% | -$30.6M | 2.11% | 12 |
|
|
2024
Q4 | $56.8M | Sell |
1,051,824
-270,941
| -20% | -$14.6M | 3.88% | 8 |
|
|
2024
Q3 | $80.6M | Buy |
1,322,765
+312,486
| +31% | +$19M | 5.76% | 6 |
|
|
2024
Q2 | $57.5M | Buy |
1,010,279
+70,340
| +7% | +$4.01M | 4.42% | 9 |
|
|
2024
Q1 | $54.4M | Sell |
939,939
-67,434
| -7% | -$3.9M | 4.3% | 9 |
|
|
2023
Q4 | $55.4M | Buy |
1,007,373
+359,198
| +55% | +$19.8M | 5.04% | 8 |
|
|
2023
Q3 | $32.2M | Sell |
648,175
-10,056
| -2% | -$499K | 3.33% | 9 |
|
|
2023
Q2 | $34.6M | Sell |
658,231
-2,546
| -0.4% | -$134K | 3.49% | 9 |
|
|
2023
Q1 | $34.6M | Buy |
660,777
+4,877
| +0.7% | +$255K | 3.64% | 9 |
|
|
2022
Q4 | $31.2M | Sell |
655,900
-171,904
| -21% | -$8.17M | 3.6% | 9 |
|
|
2022
Q3 | $32.7M | Buy |
827,804
+56,130
| +7% | +$2.22M | 4.42% | 8 |
|
|
2022
Q2 | $34.7M | Buy |
771,674
+51,089
| +7% | +$2.3M | 4.52% | 8 |
|
|
2022
Q1 | $38.5M | Sell |
720,585
-1,373
| -0.2% | -$73.3K | 4.86% | 8 |
|
|
2021
Q4 | $42M | Buy |
721,958
+203
| +0% | +$11.8K | 5.18% | 7 |
|
|
2021
Q3 | $40.5M | Buy |
721,755
+21,081
| +3% | +$1.18M | 5.4% | 6 |
|
|
2021
Q2 | $40.1M | Buy |
700,674
+2,967
| +0.4% | +$170K | 5.28% | 6 |
|
|
2021
Q1 | $37.7M | Sell |
697,707
-14,047
| -2% | -$758K | 5.36% | 6 |
|
|
2020
Q4 | $36.5M | Sell |
711,754
-18,652
| -3% | -$956K | 5.46% | 6 |
|
|
2020
Q3 | $32.7M | Sell |
730,406
-18,294
| -2% | -$818K | 5.49% | 6 |
|
|
2020
Q2 | $32M | Sell |
748,700
-38,845
| -5% | -$1.66M | 5.71% | 6 |
|
|
2020
Q1 | $29.2M | Buy |
787,545
+371,816
| +89% | +$13.8M | 6.42% | 7 |
|
|
2019
Q4 | $19M | Buy |
415,729
+135,480
| +48% | +$6.2M | 4.17% | 8 |
|
|
2019
Q3 | $12.8M | Buy |
280,249
+51,213
| +22% | +$2.34M | 2.9% | 10 |
|
|
2019
Q2 | $10.7M | Buy |
229,036
+44,979
| +24% | +$2.1M | 2.39% | 13 |
|
|
2019
Q1 | $8.44M | Buy |
184,057
+3,962
| +2% | +$182K | 2.26% | 15 |
|
|
2018
Q4 | $7.41M | Buy |
+180,095
| New | +$7.41M | 2.56% | 10 |
|