UBS Group’s First Trust TCW Emerging Markets Debt ETF EFIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,388
| Closed | -$54.8K | – | 11193 |
|
|
2025
Q1 | $54.8K | Buy |
+3,388
| New | +$55.4K | ﹤0.01% | 7517 |
|
|
2024
Q4 | – | Sell |
-1,144
| Closed | -$19K | – | 10587 |
|
|
2024
Q3 | $19K | Buy |
1,144
+782
| +216% | +$12.8K | ﹤0.01% | 7408 |
|
|
2024
Q2 | $5.76K | Sell |
362
-2,834
| -89% | -$45.6K | ﹤0.01% | 7967 |
|
|
2024
Q1 | $52.1K | Buy |
3,196
+2,060
| +181% | +$32.8K | ﹤0.01% | 6486 |
|
|
2023
Q4 | $18.2K | Sell |
1,136
-382
| -25% | -$5.83K | ﹤0.01% | 7163 |
|
|
2023
Q3 | $22.7K | Buy |
1,518
+1,243
| +452% | +$19.2K | ﹤0.01% | 6742 |
|
|
2023
Q2 | $4.26K | Buy |
275
+127
| +86% | +$1.96K | ﹤0.01% | 7552 |
|
|
2023
Q1 | $2.29K | Sell |
148
-1,396
| -90% | -$21.8K | ﹤0.01% | 8536 |
|
|
2022
Q4 | $23.6K | Buy |
1,544
+360
| +30% | +$5.36K | ﹤0.01% | 7480 |
|
|
2022
Q3 | $17K | Buy |
1,184
+390
| +49% | +$6K | ﹤0.01% | 7626 |
|
|
2022
Q2 | $12K | Sell |
794
-450
| -36% | -$7.34K | ﹤0.01% | 7692 |
|
|
2022
Q1 | $22K | Buy |
1,244
+146
| +13% | +$2.62K | ﹤0.01% | 7357 |
|
|
2021
Q4 | $21K | Sell |
1,098
-87
| -7% | -$1.66K | ﹤0.01% | 7801 |
|
|
2021
Q3 | $23K | Buy |
+1,185
| New | +$23.4K | ﹤0.01% | 7027 |
|
UBS Group's EFIX Position: Q2 2025 in Review
UBS Group sold out of First Trust TCW Emerging Markets Debt ETF (EFIX) in Q2 2025, closing a stake of 3,388 shares — an estimated $54.8K sold.
UBS Group first reported a position in EFIX in Q3 2021 and held it in 14 quarters. The position peaked at $54.8K in Q1 2025. 0 funds tracked by Wall St. Rank hold EFIX as of Q2 2025.
- UBS Group reported no remaining First Trust TCW Emerging Markets Debt ETF position as of Q2 2025 after selling out during the quarter.
- UBS Group sold 3,388 First Trust TCW Emerging Markets Debt ETF shares in Q2 2025, an estimated $54.8K.
- UBS Group first reported a position in First Trust TCW Emerging Markets Debt ETF in Q3 2021 and held it in 14 quarters.
- UBS Group's First Trust TCW Emerging Markets Debt ETF position peaked at $54.8K in Q1 2025.
- 0 funds tracked by Wall St. Rank held First Trust TCW Emerging Markets Debt ETF as of Q2 2025.
Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.