Unionview LLC’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.41M | Sell |
31,618
-349
| -1% | -$26.6K | 1.77% | 15 |
|
|
2024
Q3 | $2.67M | Buy |
31,967
+284
| +0.9% | +$23.8K | 2.08% | 14 |
|
|
2024
Q2 | $2.48M | Buy |
31,683
+1,405
| +5% | +$110K | 2.03% | 15 |
|
|
2024
Q1 | $2.42M | Buy |
30,278
+1,032
| +4% | +$82.4K | 2% | 15 |
|
|
2023
Q4 | $2.2M | Buy |
29,246
+312
| +1% | +$23.5K | 1.98% | 13 |
|
|
2023
Q3 | $1.99M | Sell |
28,934
-639
| -2% | -$44K | 1.88% | 12 |
|
|
2023
Q2 | $2.14M | Sell |
29,573
-253
| -0.8% | -$18.3K | 1.96% | 12 |
|
|
2023
Q1 | $2.13M | Buy |
29,826
+630
| +2% | +$45.1K | 2% | 12 |
|
|
2022
Q4 | $1.92M | Sell |
29,196
-1,179
| -4% | -$77.4K | 1.92% | 13 |
|
|
2022
Q3 | $1.7M | Sell |
30,375
-2,683
| -8% | -$150K | 1.94% | 14 |
|
|
2022
Q2 | $2.07M | Buy |
33,058
+3,797
| +13% | +$237K | 2.31% | 11 |
|
|
2022
Q1 | $2.15M | Buy |
29,261
+4,903
| +20% | +$361K | 2.01% | 12 |
|
|
2021
Q4 | $1.92M | Buy |
+24,358
| New | +$1.92M | 1.79% | 12 |
|