EFA ISHARES MSCI EAFE ETF

Ownership history in UNIONVIEW, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which UNIONVIEW, LLC reported a position in ISHARES MSCI EAFE ETF (EFA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.31% (2022 Q2)
Avg. % of fund
1.97%
First filed
2021 Q4
Last filed
2024 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 31,618 -349 -1.1% 1.77% $2.4M $73.00
2024 Q3 ADDED 31,967 +284 +0.9% 2.08% $2.7M $79.66
2024 Q2 ADDED 31,683 +1,405 +4.6% 2.03% $2.5M $74.61
2024 Q1 ADDED 30,278 +1,032 +3.5% 2.00% $2.4M $74.76
2023 Q4 ADDED 29,246 +312 +1.1% 1.98% $2.2M $70.54
2023 Q3 REDUCED 28,934 -639 -2.2% 1.88% $2.0M $63.72
2023 Q2 REDUCED 29,573 -253 -0.8% 1.96% $2.1M $67.03
2023 Q1 ADDED 29,826 +630 +2.2% 2.00% $2.1M $64.93
2022 Q4 REDUCED 29,196 -1,179 -3.9% 1.92% $1.9M $59.60
2022 Q3 REDUCED 30,375 -2,683 -8.1% 1.94% $1.7M $50.65
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EFA price (monthly, adj. close)
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