UNIONVIEW, LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, UNIONVIEW, LLC opened 9 positions, added to 138, reduced 50 and sold out of 5.
- Q4 2024: Stock IJH; Country of operation —; Class CORE S&P MCP ETF; Shares before 55,462.
- Q4 2024: Stock FV; Country of operation —; Class DORSEY WRT 5 ETF; Shares before 89,195.
- Q4 2024: Stock JAVA; Country of operation —; Class ACTIVE VALUE ETF; Shares before 131,100.
- Q4 2024: Stock IJS; Country of operation —; Class SP SMCP600VL ETF; Shares before 14,302.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1908167), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2024 | IJH
ISHARES TR | | CORE S&P MCP ETF | 55,462 | 163,345 | +107,883 | $3,456,401 | $10,194,743 | +$6,738,342 | 2025-02-03 |
|---|
| Q4 2024 | FV
FIRST TR EXCHANGE-TRADED FD | | DORSEY WRT 5 ETF | 89,195 | 93,717 | +4,522 | $5,197,381 | $5,534,950 | +$337,569 | 2025-02-03 |
|---|
| Q4 2024 | JAVA
J P MORGAN EXCHANGE TRADED F | | ACTIVE VALUE ETF | 131,100 | 134,443 | +3,343 | $8,399,595 | $8,522,762 | +$123,167 | 2025-02-03 |
|---|
| Q4 2024 | IJS
ISHARES TR | | SP SMCP600VL ETF | 14,302 | 14,930 | +628 | $1,539,798 | $1,623,465 | +$83,667 | 2025-02-03 |
|---|
| Q4 2024 | IYM
ISHARES TR | | U.S. BAS MTL ETF | 4,205 | 4,224 | +19 | $631,436 | $548,784 | -$82,652 | 2025-02-03 |
|---|
| Q4 2024 | SCZ
ISHARES TR | | EAFE SML CP ETF | 13,507 | 13,709 | +202 | $914,393 | $832,827 | -$81,566 | 2025-02-03 |
|---|
| Q4 2024 | IYR
ISHARES TR | | U.S. REAL ES ETF | 11,830 | 12,187 | +357 | $1,205,079 | $1,134,157 | -$70,922 | 2025-02-03 |
|---|
| Q4 2024 | VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 20,560 | 21,006 | +446 | $983,807 | $925,121 | -$58,686 | 2025-02-03 |
|---|
| Q4 2024 | IVV
ISHARES TR | | CORE S&P500 ETF | 3,106 | 3,138 | +32 | $1,791,566 | $1,847,537 | +$55,971 | 2025-02-03 |
|---|
| Q4 2024 | VGK
VANGUARD INTL EQUITY INDEX F | | FTSE EUROPE ETF | 5,990 | 6,040 | +50 | $425,922 | $383,374 | -$42,548 | 2025-02-03 |
|---|
| Q4 2024 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 8,162 | 8,272 | +110 | $431,048 | $395,564 | -$35,484 | 2025-02-03 |
|---|
| Q4 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 3,308 | 3,352 | +44 | $936,590 | $971,567 | +$34,977 | 2025-02-03 |
|---|
| Q4 2024 | SDY
SPDR SER TR | | S&P DIVID ETF | 3,529 | 3,552 | +23 | $501,261 | $469,219 | -$32,042 | 2025-02-03 |
|---|
| Q4 2024 | DVY
ISHARES TR | | SELECT DIVID ETF | 11,151 | 11,234 | +83 | $1,506,162 | $1,474,859 | -$31,303 | 2025-02-03 |
|---|
| Q4 2024 | VNQ
VANGUARD INDEX FDS | | REAL ESTATE ETF | 3,985 | 4,013 | +28 | $388,212 | $357,507 | -$30,705 | 2025-02-03 |
|---|
| Q4 2024 | ESGD
ISHARES TR | | ESG AW MSCI EAFE | 4,222 | 4,265 | +43 | $355,353 | $324,746 | -$30,607 | 2025-02-03 |
|---|
| Q4 2024 | VEU
VANGUARD INTL EQUITY INDEX F | | ALLWRLD EX US | 6,327 | 6,422 | +95 | $398,606 | $368,700 | -$29,906 | 2025-02-03 |
|---|
| Q4 2024 | IWP
ISHARES TR | | RUS MD CP GR ETF | 2,946 | 2,947 | +1 | $345,586 | $373,540 | +$27,954 | 2025-02-03 |
|---|
| Q4 2024 | EFV
ISHARES TR | | EAFE VALUE ETF | 4,279 | 4,312 | +33 | $246,197 | $226,276 | -$19,921 | 2025-02-03 |
|---|
| Q4 2024 | AAXJ
ISHARES TR | | MSCI AC ASIA ETF | 3,637 | 3,691 | +54 | $285,359 | $266,428 | -$18,931 | 2025-02-03 |
|---|
| Q4 2024 | EMLP
FIRST TR EXCHANGE-TRADED FD | | NO AMER ENERGY | 7,232 | 7,279 | +47 | $243,000 | $259,491 | +$16,491 | 2025-02-03 |
|---|
| Q4 2024 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 22,278 | 22,337 | +59 | $4,920,944 | $4,935,599 | +$14,655 | 2025-02-03 |
|---|
| Q4 2024 | IVE
ISHARES TR | | S&P 500 VAL ETF | 1,574 | 1,701 | +127 | $310,438 | $324,654 | +$14,216 | 2025-02-03 |
|---|
| Q4 2024 | VTV
VANGUARD INDEX FDS | | VALUE ETF | 1,633 | 1,639 | +6 | $285,086 | $277,478 | -$7,608 | 2025-02-03 |
|---|
| Q4 2024 | IWB
ISHARES TR | | RUS 1000 ETF | 715 | 717 | +2 | $224,636 | $230,911 | +$6,275 | 2025-02-03 |
|---|
| Q4 2024 | IJT
ISHARES TR | | S&P SML 600 GWT | 1,577 | 1,581 | +4 | $219,910 | $213,962 | -$5,948 | 2025-02-03 |
|---|
| Q4 2024 | AWF
ALLIANCEBERNSTEIN GLOBAL HIG | | COM | 14,290 | 14,551 | +261 | $162,046 | $156,134 | -$5,912 | 2025-02-03 |
|---|
| Q4 2024 | DIA
SPDR DOW JONES INDL AVERAGE | | UT SER 1 | 933 | 937 | +4 | $394,796 | $398,546 | +$3,750 | 2025-02-03 |
|---|
| Q4 2024 | DSI
ISHARES TR | | MSCI KLD400 SOC | 2,067 | 2,073 | +6 | $224,844 | $228,526 | +$3,682 | 2025-02-03 |
|---|
| Q4 2024 | VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | 1,642 | 1,648 | +6 | $329,734 | $326,658 | -$3,076 | 2025-02-03 |
|---|
| Q4 2024 | EZM
WISDOMTREE TR | | US MIDCAP FUND | 6,262 | 6,283 | +21 | $390,390 | $392,752 | +$2,362 | 2025-02-03 |
|---|
| Q4 2024 | IWR
ISHARES TR | | RUS MID CAP ETF | 3,862 | 3,874 | +12 | $340,353 | $342,475 | +$2,122 | 2025-02-03 |
|---|
| Q4 2024 | RSPT
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL TEC | 7,225 | 7,232 | +7 | $272,381 | $270,621 | -$1,760 | 2025-02-03 |
|---|
| Q4 2024 | VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 1,635 | 1,644 | +9 | $209,632 | $209,748 | +$116 | 2025-02-03 |
|---|
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