One Wealth Advisors’s Emcor EME Stock Holding History

One Wealth Advisors’s Portfolio EME Stock Details EME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-609	Closed	-$396K	–	307
2025 Q3	$396K	Sell	609 -213	-26%	-$129K	0.05%	198
2025 Q2	$440K	Sell	822 -84	-9%	-$37.1K	0.06%	172
2025 Q1	$335K	Sell	906 -35	-4%	-$15.1K	0.05%	193
2024 Q4	$427K	Sell	941 -124	-12%	-$58.7K	0.06%	139
2024 Q3	$459K	Sell	1,065 -34	-3%	-$12.8K	0.07%	144
2024 Q2	$391K	Buy	1,099 +89	+9%	+$32.8K	0.08%	132
2024 Q1	$354K	Buy	+1,010	New	+$271K	0.06%	165
2023 Q1	–	Sell	-119	Closed	-$17.6K	–	318
2022 Q4	$17.6K	Buy	+119	New	+$16.9K	﹤0.01%	551
2019 Q2	–	Sell	-57	Closed	-$4K	–	224
2019 Q1	$4K	Buy	+57	New	+$3.87K	﹤0.01%	384
2018 Q4	–	Sell	-5,706	Closed	-$429K	–	216
2018 Q3	$429K	Sell	5,706 -88	-2%	-$6.79K	0.33%	43
2018 Q2	$441K	Sell	5,794 -84	-1%	-$6.51K	0.35%	39
2018 Q1	$458K	Buy	5,878 +5,821	+10,212%	+$461K	0.4%	29
2017 Q4	$5K	Buy	+57	New	+$4.42K	﹤0.01%	402

Other funds holding EME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM