EWM
Empirical Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Sell |
9,155
-695
| -7% | -$51.7K | 0.02% | 370 |
|
|
2025
Q1 | $663K | Hold |
9,850
| – | – | 0.02% | 355 |
|
|
2024
Q4 | $637K | Hold |
9,850
| – | – | 0.02% | 346 |
|
|
2024
Q3 | $710K | Sell |
9,850
-300
| -3% | -$21.6K | 0.02% | 316 |
|
|
2024
Q2 | $684K | Hold |
10,150
| – | – | 0.02% | 297 |
|
|
2024
Q1 | $692K | Hold |
10,150
| – | – | 0.02% | 291 |
|
|
2023
Q4 | $648K | Hold |
10,150
| – | – | 0.02% | 284 |
|
|
2023
Q3 | $579K | Hold |
10,150
| – | – | 0.02% | 285 |
|
|
2023
Q2 | $618K | Hold |
10,150
| – | – | 0.02% | 275 |
|
|
2023
Q1 | $605K | Hold |
10,150
| – | – | 0.03% | 301 |
|
|
2022
Q4 | $551K | Hold |
10,150
| – | – | 0.03% | 294 |
|
|
2022
Q3 | $473K | Buy |
+10,150
| New | +$473K | 0.02% | 309 |
|