EWM
Empirical Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
43,617
+3,376
| +8% | +$78.4K | 0.02% | 313 |
|
|
2025
Q1 | $928K | Buy |
40,241
+408
| +1% | +$9.41K | 0.02% | 307 |
|
|
2024
Q4 | $905K | Buy |
39,833
+4,434
| +13% | +$101K | 0.02% | 289 |
|
|
2024
Q3 | $842K | Sell |
35,399
-1,093
| -3% | -$26K | 0.02% | 291 |
|
|
2024
Q2 | $829K | Buy |
36,492
+3,328
| +10% | +$75.6K | 0.02% | 276 |
|
|
2024
Q1 | $762K | Buy |
33,164
+43
| +0.1% | +$989 | 0.02% | 280 |
|
|
2023
Q4 | $771K | Sell |
33,121
-12,693
| -28% | -$295K | 0.03% | 263 |
|
|
2023
Q3 | $997K | Buy |
45,814
+10,190
| +29% | +$222K | 0.04% | 229 |
|
|
2023
Q2 | $810K | Buy |
35,624
+232
| +0.7% | +$5.28K | 0.03% | 248 |
|
|
2023
Q1 | $815K | Buy |
35,392
+3,132
| +10% | +$72.1K | 0.04% | 251 |
|
|
2022
Q4 | $719K | Buy |
32,260
+1,209
| +4% | +$27K | 0.03% | 257 |
|
|
2022
Q3 | $676K | Sell |
31,051
-1,213
| -4% | -$26.4K | 0.04% | 248 |
|
|
2022
Q2 | $747K | Sell |
32,264
-813
| -2% | -$18.8K | 0.04% | 240 |
|
|
2022
Q1 | $831K | Buy |
33,077
+16,597
| +101% | +$417K | 0.04% | 243 |
|
|
2021
Q4 | $450K | Buy |
16,480
+4,376
| +36% | +$119K | 0.02% | 357 |
|
|
2021
Q3 | $333K | Buy |
12,104
+700
| +6% | +$19.3K | 0.02% | 362 |
|
|
2021
Q2 | $316K | Buy |
+11,404
| New | +$316K | 0.02% | 361 |
|