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Unionview LLC’s iShares MSCI EAFE ETF EFA Stock Holding History

Unionview LLC’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.41M Sell
31,618
-349
-1% -$27.6K 1.77% 15
2024
Q3 		$2.67M Buy
31,967
+284
+0.9% +$22.9K 2.08% 14
2024
Q2 		$2.48M Buy
31,683
+1,405
+5% +$111K 2.03% 15
2024
Q1 		$2.42M Buy
30,278
+1,032
+4% +$78.9K 2% 15
2023
Q4 		$2.2M Buy
29,246
+312
+1% +$22.1K 1.98% 13
2023
Q3 		$1.99M Sell
28,934
-639
-2% -$45.8K 1.88% 12
2023
Q2 		$2.14M Sell
29,573
-253
-0.8% -$18.4K 1.96% 12
2023
Q1 		$2.13M Buy
29,826
+630
+2% +$44.1K 2% 12
2022
Q4 		$1.92M Sell
29,196
-1,179
-4% -$73.9K 1.92% 13
2022
Q3 		$1.7M Sell
30,375
-2,683
-8% -$167K 1.94% 14
2022
Q2 		$2.07M Buy
33,058
+3,797
+13% +$258K 2.31% 11
2022
Q1 		$2.15M Buy
29,261
+4,903
+20% +$367K 2.01% 12
2021
Q4 		$1.92M Buy
+24,358
New +$1.93M 1.79% 12

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Unionview LLC's EFA Position: Q4 2024 in Review

Unionview LLC reduced its iShares MSCI EAFE ETF (EFA) stake by 1.1% in Q4 2024, selling an estimated $27.6K and leaving 31,618 shares worth $2.41M. The position accounts for 1.77% of the portfolio, ranked #15.

Unionview LLC first reported a position in EFA in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.67M in Q3 2024. 1,940 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • Unionview LLC held 31,618 shares of iShares MSCI EAFE ETF worth $2.41M as of Q4 2024.
  • Unionview LLC sold 349 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $27.6K.
  • iShares MSCI EAFE ETF made up 1.77% of Unionview LLC's portfolio in Q4 2024, its #15 holding.
  • Unionview LLC first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 13 quarters since.
  • Unionview LLC's iShares MSCI EAFE ETF position peaked at $2.67M in Q3 2024.
  • 1,940 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.