UW
EFV icon

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