EWM
Empirical Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.72M | Buy |
64,424
+6,332
| +11% | +$857K | 0.2% | 98 |
|
|
2025
Q1 | $7.08M | Sell |
58,092
-455
| -0.8% | -$55.5K | 0.18% | 103 |
|
|
2024
Q4 | $7.54M | Sell |
58,547
-2,372
| -4% | -$306K | 0.2% | 95 |
|
|
2024
Q3 | $7.69M | Sell |
60,919
-249
| -0.4% | -$31.4K | 0.22% | 93 |
|
|
2024
Q2 | $7.3M | Sell |
61,168
-333
| -0.5% | -$39.7K | 0.22% | 87 |
|
|
2024
Q1 | $7.07M | Sell |
61,501
-842
| -1% | -$96.8K | 0.21% | 89 |
|
|
2023
Q4 | $6.54M | Buy |
62,343
+154
| +0.2% | +$16.2K | 0.22% | 91 |
|
|
2023
Q3 | $5.84M | Buy |
62,189
+1,784
| +3% | +$168K | 0.23% | 89 |
|
|
2023
Q2 | $5.89M | Buy |
60,405
+12,089
| +25% | +$1.18M | 0.24% | 86 |
|
|
2023
Q1 | $4.37M | Buy |
48,316
+3,165
| +7% | +$286K | 0.19% | 92 |
|
|
2022
Q4 | $3.83M | Buy |
45,151
+1,849
| +4% | +$157K | 0.18% | 92 |
|
|
2022
Q3 | $3.44M | Buy |
43,302
+3,899
| +10% | +$310K | 0.18% | 93 |
|
|
2022
Q2 | $3.31M | Buy |
39,403
+22,510
| +133% | +$1.89M | 0.17% | 92 |
|
|
2022
Q1 | $1.71M | Sell |
16,893
-4,604
| -21% | -$467K | 0.09% | 147 |
|
|
2021
Q4 | $2.32M | Buy |
21,497
+10,207
| +90% | +$1.1M | 0.12% | 116 |
|
|
2021
Q3 | $1.11M | Sell |
11,290
-65
| -0.6% | -$6.4K | 0.06% | 175 |
|
|
2021
Q2 | $1.12M | Buy |
11,355
+1,006
| +10% | +$99.1K | 0.07% | 173 |
|
|
2021
Q1 | $940K | Buy |
10,349
+4,859
| +89% | +$441K | 0.08% | 162 |
|
|
2020
Q4 | $472K | Buy |
5,490
+660
| +14% | +$56.7K | 0.04% | 253 |
|
|
2020
Q3 | $368K | Buy |
4,830
+110
| +2% | +$8.38K | 0.03% | 255 |
|
|
2020
Q2 | $330K | Buy |
+4,720
| New | +$330K | 0.03% | 262 |
|