EF
Empirical Finance’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
2,772
+20
| +0.7% | +$11.5K | 0.08% | 219 |
|
|
2025
Q1 | $1.56M | Buy |
2,752
+61
| +2% | +$34.5K | 0.09% | 195 |
|
|
2024
Q4 | $1.61M | Sell |
2,691
-28
| -1% | -$16.8K | 0.09% | 183 |
|
|
2024
Q3 | $1.58M | Buy |
2,719
+58
| +2% | +$33.8K | 0.09% | 186 |
|
|
2024
Q2 | $1.28M | Sell |
2,661
-209
| -7% | -$101K | 0.08% | 210 |
|
|
2024
Q1 | $1.61M | Buy |
2,870
+93
| +3% | +$52.1K | 0.1% | 186 |
|
|
2023
Q4 | $1.57M | Buy |
2,777
+14
| +0.5% | +$7.92K | 0.11% | 174 |
|
|
2023
Q3 | $1.42M | Buy |
2,763
+249
| +10% | +$128K | 0.1% | 177 |
|
|
2023
Q2 | $1.18M | Buy |
2,514
+282
| +13% | +$132K | 0.09% | 200 |
|
|
2023
Q1 | $1.25M | Buy |
2,232
+89
| +4% | +$49.8K | 0.12% | 166 |
|
|
2022
Q4 | $997K | Buy |
2,143
+182
| +9% | +$84.7K | 0.1% | 198 |
|
|
2022
Q3 | $827K | Buy |
1,961
+327
| +20% | +$138K | 0.1% | 195 |
|
|
2022
Q2 | $673K | Buy |
1,634
+81
| +5% | +$33.4K | 0.09% | 217 |
|
|
2022
Q1 | $781K | Buy |
1,553
+169
| +12% | +$85K | 0.09% | 216 |
|
|
2021
Q4 | $848K | Buy |
1,384
+373
| +37% | +$229K | 0.1% | 181 |
|
|
2021
Q3 | $615K | Buy |
1,011
+68
| +7% | +$41.4K | 0.09% | 209 |
|
|
2021
Q2 | $503K | Buy |
943
+134
| +17% | +$71.5K | 0.08% | 241 |
|
|
2021
Q1 | $361K | Hold |
809
| – | – | 0.06% | 234 |
|
|
2020
Q4 | $361K | Buy |
809
+150
| +23% | +$66.9K | 0.06% | 234 |
|
|
2020
Q3 | $235K | Buy |
+659
| New | +$235K | 0.05% | 251 |
|