Unionview LLC’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $226K | Buy |
4,312
+33
| +0.8% | +$1.73K | 0.17% | 83 |
|
|
2024
Q3 | $246K | Hold |
4,279
| – | – | 0.19% | 81 |
|
|
2024
Q2 | $227K | Buy |
4,279
+53
| +1% | +$2.81K | 0.19% | 80 |
|
|
2024
Q1 | $230K | Hold |
4,226
| – | – | 0.19% | 82 |
|
|
2023
Q4 | $220K | Buy |
4,226
+47
| +1% | +$2.45K | 0.2% | 76 |
|
|
2023
Q3 | $204K | Hold |
4,179
| – | – | 0.19% | 78 |
|
|
2023
Q2 | $205K | Buy |
+4,179
| New | +$205K | 0.19% | 81 |
|