UW
Unique Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32M | Buy |
357,930
+10,286
| +3% | +$919K | 5.17% | 3 |
|
|
2025
Q1 | $28.4M | Buy |
347,644
+79,013
| +29% | +$6.46M | 5.37% | 4 |
|
|
2024
Q4 | $20.3M | Buy |
268,631
+38,408
| +17% | +$2.9M | 4.23% | 6 |
|
|
2024
Q3 | $19.3M | Buy |
230,223
+53,877
| +31% | +$4.51M | 4.41% | 6 |
|
|
2024
Q2 | $13.8M | Buy |
176,346
+15,297
| +9% | +$1.2M | 3.62% | 6 |
|
|
2024
Q1 | $12.9M | Buy |
161,049
+12,060
| +8% | +$963K | 3.63% | 7 |
|
|
2023
Q4 | $11.2M | Buy |
148,989
+97,706
| +191% | +$7.36M | 3.64% | 7 |
|
|
2023
Q3 | $3.53M | Buy |
51,283
+44,765
| +687% | +$3.09M | 1.48% | 15 |
|
|
2023
Q2 | $473K | Buy |
+6,518
| New | +$473K | 0.21% | 38 |
|