EWM
Empirical Wealth Management’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
17,884
-501
| -3% | -$32.5K | 0.03% | 291 |
|
|
2025
Q1 | $1.02M | Sell |
18,385
-775
| -4% | -$43.1K | 0.03% | 293 |
|
|
2024
Q4 | $1.11M | Sell |
19,160
-109
| -0.6% | -$6.34K | 0.03% | 265 |
|
|
2024
Q3 | $1.23M | Sell |
19,269
-1,261
| -6% | -$80.4K | 0.03% | 244 |
|
|
2024
Q2 | $1.25M | Sell |
20,530
-1,595
| -7% | -$97.5K | 0.04% | 235 |
|
|
2024
Q1 | $1.3M | Sell |
22,125
-56
| -0.3% | -$3.3K | 0.04% | 227 |
|
|
2023
Q4 | $1.28M | Sell |
22,181
-5,259
| -19% | -$304K | 0.04% | 214 |
|
|
2023
Q3 | $1.5M | Sell |
27,440
-190
| -0.7% | -$10.4K | 0.06% | 181 |
|
|
2023
Q2 | $1.48M | Sell |
27,630
-160
| -0.6% | -$8.57K | 0.06% | 184 |
|
|
2023
Q1 | $1.4M | Sell |
27,790
-2,640
| -9% | -$133K | 0.06% | 174 |
|
|
2022
Q4 | $1.47M | Buy |
30,430
+856
| +3% | +$41.3K | 0.07% | 161 |
|
|
2022
Q3 | $1.34M | Buy |
29,574
+1,840
| +7% | +$83.4K | 0.07% | 168 |
|
|
2022
Q2 | $1.33M | Hold |
27,734
| – | – | 0.07% | 172 |
|
|
2022
Q1 | $1.58M | Sell |
27,734
-105
| -0.4% | -$5.99K | 0.08% | 160 |
|
|
2021
Q4 | $1.68M | Sell |
27,839
-2,220
| -7% | -$134K | 0.08% | 155 |
|
|
2021
Q3 | $1.82M | Sell |
30,059
-950
| -3% | -$57.6K | 0.1% | 122 |
|
|
2021
Q2 | $1.94M | Buy |
31,009
+7,816
| +34% | +$490K | 0.12% | 114 |
|
|
2021
Q1 | $1.33M | Sell |
23,193
-10,452
| -31% | -$601K | 0.11% | 128 |
|
|
2020
Q4 | $1.78M | Sell |
33,645
-241
| -0.7% | -$12.7K | 0.14% | 109 |
|
|
2020
Q3 | $1.48M | Sell |
33,886
-1,440
| -4% | -$63.1K | 0.13% | 110 |
|
|
2020
Q2 | $1.38M | Buy |
35,326
+7,405
| +27% | +$289K | 0.13% | 108 |
|
|
2020
Q1 | $896K | Buy |
+27,921
| New | +$896K | 0.1% | 121 |
|