EWM
EVAL

Empirical Wealth Management’s ISHARES MSCI EMERGING MARKETS VALUE ETF EVAL Stock Holding History

Empirical Wealth Management’s Portfolio EVAL Stock Details EVAL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-5,466
Closed -$256K – 103
2013
Q4 		$256K Buy
5,466
+14
+0.3% +$656 0.07% 83
2013
Q3 		$269K Buy
+5,452
New +$269K 0.08% 78