EWM
Empirical Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
141,348
+3,395
| +2% | +$380K | 0.36% | 57 |
|
|
2025
Q1 | $13.8M | Buy |
137,953
+20,578
| +18% | +$2.06M | 0.35% | 55 |
|
|
2024
Q4 | $11.4M | Buy |
117,375
+9,330
| +9% | +$903K | 0.31% | 66 |
|
|
2024
Q3 | $11.6M | Buy |
108,045
+17,989
| +20% | +$1.94M | 0.33% | 64 |
|
|
2024
Q2 | $9.21M | Buy |
90,056
+9,051
| +11% | +$926K | 0.27% | 72 |
|
|
2024
Q1 | $8.41M | Buy |
81,005
+11,522
| +17% | +$1.2M | 0.25% | 79 |
|
|
2023
Q4 | $6.73M | Buy |
69,483
+18,366
| +36% | +$1.78M | 0.22% | 88 |
|
|
2023
Q3 | $4.41M | Buy |
51,117
+9,775
| +24% | +$844K | 0.17% | 98 |
|
|
2023
Q2 | $3.94M | Buy |
41,342
+10,186
| +33% | +$972K | 0.16% | 103 |
|
|
2023
Q1 | $2.92M | Buy |
31,156
+568
| +2% | +$53.2K | 0.13% | 114 |
|
|
2022
Q4 | $2.56M | Buy |
30,588
+2,996
| +11% | +$251K | 0.12% | 120 |
|
|
2022
Q3 | $2M | Buy |
27,592
+5,550
| +25% | +$403K | 0.1% | 125 |
|
|
2022
Q2 | $1.77M | Sell |
22,042
-950
| -4% | -$76.5K | 0.09% | 141 |
|
|
2022
Q1 | $2.21M | Sell |
22,992
-9,328
| -29% | -$898K | 0.11% | 123 |
|
|
2021
Q4 | $3.57M | Buy |
32,320
+4,708
| +17% | +$519K | 0.18% | 90 |
|
|
2021
Q3 | $2.94M | Buy |
27,612
+1,684
| +6% | +$179K | 0.17% | 90 |
|
|
2021
Q2 | $2.78M | Buy |
25,928
+1,584
| +7% | +$170K | 0.17% | 89 |
|
|
2021
Q1 | $2.45M | Buy |
24,344
+4,696
| +24% | +$472K | 0.2% | 84 |
|
|
2020
Q4 | $1.98M | Buy |
19,648
+14,239
| +263% | +$1.44M | 0.15% | 100 |
|
|
2020
Q3 | $486K | Buy |
+5,409
| New | +$486K | 0.04% | 222 |
|