EWM
WPS

Empirical Wealth Management’s iShares International Developed Property ETF WPS Stock Holding History

Empirical Wealth Management’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,026
Closed -$314K – 615
2024
Q2 		$314K Sell
12,026
-2,754
-19% -$75.4K 0.01% 451
2024
Q1 		$420K Sell
14,780
-166
-1% -$4.55K 0.01% 371
2023
Q4 		$428K Sell
14,946
-1,058
-7% -$27.4K 0.01% 343
2023
Q3 		$401K Sell
16,004
-2,348
-13% -$62K 0.02% 333
2023
Q2 		$479K Sell
18,352
-2,947
-14% -$79.5K 0.02% 316
2023
Q1 		$573K Sell
21,299
-8,788
-29% -$246K 0.02% 306
2022
Q4 		$823K Sell
30,087
-1,640
-5% -$42.9K 0.04% 236
2022
Q3 		$788K Buy
31,727
+3,560
+13% +$103K 0.04% 224
2022
Q2 		$823K Buy
28,167
+4,072
+17% +$131K 0.04% 228
2022
Q1 		$853K Sell
24,095
-1,674
-6% -$59.5K 0.04% 238
2021
Q4 		$960K Sell
25,769
-600
-2% -$22.5K 0.05% 228
2021
Q3 		$977K Sell
26,369
-155
-0.6% -$6.06K 0.06% 195
2021
Q2 		$1.01M Buy
26,524
+2,439
+10% +$93.3K 0.06% 186
2021
Q1 		$872K Sell
24,085
-2,010
-8% -$72.2K 0.07% 172
2020
Q4 		$931K Sell
26,095
-80
-0.3% -$2.67K 0.07% 160
2020
Q3 		$823K Hold
26,175
– – 0.07% 156
2020
Q2 		$791K Buy
26,175
+2,731
+12% +$80.8K 0.07% 150
2020
Q1 		$652K Buy
23,444
+10,359
+79% +$371K 0.07% 149
2019
Q4 		$507K Buy
13,085
+2,695
+26% +$106K 0.06% 189
2019
Q3 		$400K Sell
10,390
-1,565
-13% -$59.6K 0.05% 198
2019
Q2 		$455K Hold
11,955
– – 0.06% 162
2019
Q1 		$464K Sell
11,955
-425
-3% -$15.9K 0.07% 143
2018
Q4 		$427K Buy
12,380
+145
+1% +$5.15K 0.07% 131
2018
Q3 		$452K Hold
12,235
– – 0.08% 126
2018
Q2 		$465K Hold
12,235
– – 0.09% 113
2018
Q1 		$477K Buy
12,235
+1,515
+14% +$59.8K 0.09% 104
2017
Q4 		$423K Buy
10,720
+190
+2% +$7.38K 0.09% 97
2017
Q3 		$401K Sell
10,530
-422
-4% -$16K 0.09% 95
2017
Q2 		$405K Sell
10,952
-435
-4% -$16.1K 0.1% 93
2017
Q1 		$404K Sell
11,387
-460
-4% -$16K 0.1% 90
2016
Q4 		$398K Buy
+11,847
New +$415K 0.1% 87
2016
Q3 		– Sell
-13,052
Closed -$480K – 118
2016
Q2 		$480K Sell
13,052
-2,897
-18% -$107K 0.13% 69
2016
Q1 		$583K Sell
15,949
-3,809
-19% -$130K 0.14% 63
2015
Q4 		$694K Sell
19,758
-69
-0.3% -$2.46K 0.17% 60
2015
Q3 		$691K Sell
19,827
-4,768
-19% -$172K 0.16% 66
2015
Q2 		$915K Sell
24,595
-1,935
-7% -$75.4K 0.21% 52
2015
Q1 		$1.01M Hold
26,530
– – 0.24% 49
2014
Q4 		$961K Buy
26,530
+296
+1% +$10.9K 0.23% 47
2014
Q3 		$960K Buy
26,234
+1,629
+7% +$63.1K 0.23% 48
2014
Q2 		$961K Buy
24,605
+472
+2% +$18K 0.24% 48
2014
Q1 		$879K Buy
24,133
+804
+3% +$29.2K 0.23% 48
2013
Q4 		$872K Buy
23,329
+1,246
+6% +$46.7K 0.25% 44
2013
Q3 		$830K Buy
22,083
+242
+1% +$8.77K 0.26% 44
2013
Q2 		$769K Buy
+21,841
New +$836K 0.26% 42

Empirical Wealth Management's WPS Position: Q3 2024 in Review

Empirical Wealth Management sold out of iShares International Developed Property ETF (WPS) in Q3 2024, closing a stake of 12,026 shares — an estimated $314K sold.

Empirical Wealth Management first reported a position in WPS in Q2 2013 and held it in 44 quarters. The position peaked at $1.01M in Q2 2021. 0 funds tracked by Wall St. Rank hold WPS as of Q3 2024.

  • Empirical Wealth Management reported no remaining iShares International Developed Property ETF position as of Q3 2024 after selling out during the quarter.
  • Empirical Wealth Management sold 12,026 iShares International Developed Property ETF shares in Q3 2024, an estimated $314K.
  • Empirical Wealth Management first reported a position in iShares International Developed Property ETF in Q2 2013 and held it in 44 quarters.
  • Empirical Wealth Management's iShares International Developed Property ETF position peaked at $1.01M in Q2 2021.
  • 0 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q3 2024.

Based on Empirical Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.