UW
Unique Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Buy |
5,634
+955
| +20% | +$79.7K | 0.08% | 120 |
|
|
2025
Q1 | $354K | Buy |
4,679
+651
| +16% | +$49.2K | 0.07% | 121 |
|
|
2024
Q4 | $283K | Buy |
+4,028
| New | +$283K | 0.06% | 119 |
|
|
2023
Q4 | – | Sell |
-5,539
| Closed | -$356K | – | 84 |
|
|
2023
Q3 | $356K | Sell |
5,539
-2,090
| -27% | -$134K | 0.15% | 60 |
|
|
2023
Q2 | $515K | Sell |
7,629
-729
| -9% | -$49.2K | 0.22% | 35 |
|
|
2023
Q1 | $559K | Sell |
8,358
-16,219
| -66% | -$1.08M | 0.27% | 26 |
|
|
2022
Q4 | $1.51M | Buy |
+24,577
| New | +$1.51M | 0.81% | 18 |
|