UW
Unique Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.24M | Buy |
46,757
+5,043
| +12% | +$565K | 0.85% | 30 |
|
|
2025
Q1 | $4.17M | Buy |
41,714
+9,864
| +31% | +$986K | 0.79% | 33 |
|
|
2024
Q4 | $3.08M | Buy |
31,850
+18,159
| +133% | +$1.76M | 0.64% | 31 |
|
|
2024
Q3 | $1.47M | Buy |
+13,691
| New | +$1.47M | 0.34% | 51 |
|
|
2023
Q1 | – | Sell |
-21,773
| Closed | -$1.82M | – | 62 |
|
|
2022
Q4 | $1.82M | Buy |
+21,773
| New | +$1.82M | 0.97% | 16 |
|