UW
Unique Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.88M | Buy |
139,829
+23,310
| +20% | +$1.48M | 1.43% | 15 |
|
2025
Q1 | $6.87M | Buy |
116,519
+60,456
| +108% | +$3.56M | 1.3% | 17 |
|
2024
Q4 | $2.94M | Buy |
56,063
+26,626
| +90% | +$1.4M | 0.61% | 33 |
|
2024
Q3 | $1.69M | Buy |
+29,437
| New | +$1.69M | 0.39% | 48 |
|