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Name: |
UNIONVIEW LLC |
City: |
SEATTLE |
State: |
WA |
Zip: |
98109 |
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Holdings
Found :
9 |
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Unchanged Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
BAC |
Bank of America Corp |
25 |
- |
$39.99 |
$892,000 |
23,525 |
0.74% |
100,000 |
0 |
0 |
Domestic Money Center... |
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BRK.B |
Berkshire Hathaway B |
34 |
- |
$414.40 |
$734,000 |
1,746 |
0.61% |
111,000 |
0 |
0 |
Property & Casualty I... |
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ESGE |
IShares MSCI EM ESG ETF |
53 |
- |
$32.74 |
$379,000 |
11,774 |
0.31% |
2,000 |
0 |
0.007 |
N/A |
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ESGD |
Ishares Trust Ishares Msci ... |
56 |
- |
$81.38 |
$336,000 |
4,205 |
0.28% |
18,000 |
0 |
0.001 |
N/A |
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KMB |
Kimberly Clark Corp |
66 |
- |
$133.30 |
$275,000 |
2,125 |
0.23% |
17,000 |
0 |
0.001 |
Paper & Paper Products |
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FBHS |
Fortune Brands Home & Secur... |
67 |
- |
$70.06 |
$271,000 |
3,200 |
0.22% |
27,000 |
0 |
0.002 |
Security & Protection... |
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AAXJ |
Ishares Msci All Country As... |
75 |
- |
$70.15 |
$246,000 |
3,624 |
0.2% |
5,000 |
0 |
0 |
Closed - End Fund - Debt |
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EFV |
iShares MSCI EAFE Value Ind... |
82 |
- |
$0.00 |
$230,000 |
4,226 |
0.19% |
10,000 |
0 |
0 |
Closed - End Fund - E... |
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PAYX |
Paychex Inc |
85 |
- |
$120.16 |
$211,000 |
1,716 |
0.17% |
7,000 |
0 |
0 |
Staffing & Outsourcin... |
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