EWM
Empirical Wealth Management’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
48,263
+310
| +0.6% | +$8.26K | 0.03% | 281 |
|
|
2025
Q1 | $1.14M | Sell |
47,953
-1,200
| -2% | -$28.6K | 0.03% | 280 |
|
|
2024
Q4 | $1.16M | Hold |
49,153
| – | – | 0.03% | 261 |
|
|
2024
Q3 | $1.25M | Buy |
49,153
+3,560
| +8% | +$90.9K | 0.04% | 243 |
|
|
2024
Q2 | $1.13M | Buy |
45,593
+1,000
| +2% | +$24.8K | 0.03% | 250 |
|
|
2024
Q1 | $1.07M | Buy |
44,593
+2,400
| +6% | +$57.6K | 0.03% | 253 |
|
|
2023
Q4 | $961K | Hold |
42,193
| – | – | 0.03% | 242 |
|
|
2023
Q3 | $849K | Hold |
42,193
| – | – | 0.03% | 239 |
|
|
2023
Q2 | $929K | Buy |
42,193
+2,793
| +7% | +$61.5K | 0.04% | 232 |
|
|
2023
Q1 | $843K | Buy |
+39,400
| New | +$843K | 0.04% | 243 |
|