EWM
Empirical Wealth Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
+8,182
| New | +$234K | 0.01% | 586 |
|
|
2023
Q1 | – | Sell |
-8,359
| Closed | -$202K | – | 470 |
|
|
2022
Q4 | $202K | Sell |
8,359
-4,861
| -37% | -$117K | 0.01% | 438 |
|
|
2022
Q3 | $300K | Buy |
13,220
+1,595
| +14% | +$36.2K | 0.02% | 374 |
|
|
2022
Q2 | $309K | Sell |
11,625
-4,285
| -27% | -$114K | 0.02% | 381 |
|
|
2022
Q1 | $520K | Hold |
15,910
| – | – | 0.03% | 323 |
|
|
2021
Q4 | $613K | Hold |
15,910
| – | – | 0.03% | 300 |
|
|
2021
Q3 | $619K | Buy |
15,910
+585
| +4% | +$22.8K | 0.04% | 257 |
|
|
2021
Q2 | $595K | Sell |
15,325
-250
| -2% | -$9.71K | 0.04% | 267 |
|
|
2021
Q1 | $610K | Sell |
15,575
-4,500
| -22% | -$176K | 0.05% | 219 |
|
|
2020
Q4 | $747K | Buy |
20,075
+1,855
| +10% | +$69K | 0.06% | 190 |
|
|
2020
Q3 | $549K | Hold |
18,220
| – | – | 0.05% | 197 |
|
|
2020
Q2 | $571K | Buy |
18,220
+3,821
| +27% | +$120K | 0.05% | 188 |
|
|
2020
Q1 | $405K | Buy |
+14,399
| New | +$405K | 0.04% | 211 |
|
|
2019
Q3 | – | Sell |
-5,842
| Closed | -$238K | – | 285 |
|
|
2019
Q2 | $238K | Buy |
+5,842
| New | +$238K | 0.03% | 229 |
|