UCIG
Ulrich Consultants & Investment Group’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.93M | Hold |
26,664
| – | – | 4.67% | 5 |
|
|
2023
Q1 | $1.91M | Sell |
26,664
-565
| -2% | -$40.4K | 3.98% | 6 |
|
|
2022
Q4 | $1.79M | Buy |
27,229
+2,025
| +8% | +$133K | 4% | 5 |
|
|
2022
Q3 | $1.41M | Hold |
25,204
| – | – | 1.09% | 28 |
|
|
2022
Q2 | $1.58M | Buy |
+25,204
| New | +$1.58M | 0.86% | 33 |
|