EWM
Empirical Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
285,073
-13,269
| -4% | -$520K | 0.25% | 77 |
|
|
2025
Q1 | $10.4M | Buy |
298,342
+1,303
| +0.4% | +$45.5K | 0.27% | 77 |
|
|
2024
Q4 | $9.92M | Sell |
297,039
-2,063
| -0.7% | -$68.9K | 0.27% | 78 |
|
|
2024
Q3 | $10.9M | Sell |
299,102
-31,697
| -10% | -$1.15M | 0.31% | 71 |
|
|
2024
Q2 | $11.1M | Sell |
330,799
-20,025
| -6% | -$671K | 0.33% | 62 |
|
|
2024
Q1 | $11.3M | Buy |
350,824
+5,307
| +2% | +$171K | 0.34% | 57 |
|
|
2023
Q4 | $11.1M | Buy |
345,517
+20,035
| +6% | +$642K | 0.37% | 53 |
|
|
2023
Q3 | $9.86M | Buy |
325,482
+15,711
| +5% | +$476K | 0.39% | 56 |
|
|
2023
Q2 | $9.8M | Buy |
309,771
+35,866
| +13% | +$1.13M | 0.39% | 54 |
|
|
2023
Q1 | $8.62M | Buy |
273,905
+27,015
| +11% | +$850K | 0.37% | 55 |
|
|
2022
Q4 | $7.42M | Buy |
246,890
+71,501
| +41% | +$2.15M | 0.35% | 55 |
|
|
2022
Q3 | $4.85M | Sell |
175,389
-2,917
| -2% | -$80.7K | 0.25% | 78 |
|
|
2022
Q2 | $5.76M | Sell |
178,306
-711
| -0.4% | -$23K | 0.3% | 61 |
|
|
2022
Q1 | $6.58M | Buy |
179,017
+31,136
| +21% | +$1.14M | 0.33% | 55 |
|
|
2021
Q4 | $5.88M | Buy |
147,881
+30,037
| +25% | +$1.19M | 0.29% | 60 |
|
|
2021
Q3 | $4.88M | Buy |
117,844
+15,800
| +15% | +$655K | 0.28% | 63 |
|
|
2021
Q2 | $4.61M | Buy |
102,044
+19,041
| +23% | +$860K | 0.28% | 62 |
|
|
2021
Q1 | $3.6M | Buy |
83,003
+22,262
| +37% | +$964K | 0.29% | 61 |
|
|
2020
Q4 | $2.55M | Buy |
60,741
+13,854
| +30% | +$582K | 0.19% | 74 |
|
|
2020
Q3 | $1.67M | Buy |
46,887
+12,868
| +38% | +$458K | 0.14% | 100 |
|
|
2020
Q2 | $1.09M | Buy |
34,019
+13,953
| +70% | +$447K | 0.1% | 122 |
|
|
2020
Q1 | $549K | Buy |
20,066
+7,716
| +62% | +$211K | 0.06% | 168 |
|
|
2019
Q4 | $444K | Buy |
+12,350
| New | +$444K | 0.05% | 201 |
|