None of the 29 investors followed here reported a position in UIVM in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a UIVM trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.3 | 7.8 | -7.7 | 4.9 | 3.1 | -2.7 | 5.5 | 2.3 | -4.1 | -2.2 | +12.8% | ||
| 2025 | 3.2 | 4.1 | 2.8 | 4.8 | 5.4 | 3.2 | -0.3 | 4.5 | 0.6 | 0.4 | 2.1 | 3.1 | +39.5% |
| 2024 | -0.7 | 2.4 | 4.0 | -2.9 | 4.8 | -4.7 | 3.6 | 1.3 | 0.9 | -4.6 | -0.1 | -3.2 | +0.1% |
| 2023 | 5.8 | -2.8 | 0.9 | 2.3 | -4.7 | 4.2 | 2.8 | -3.6 | -2.1 | -3.3 | 7.9 | 4.4 | +11.5% |
| 2022 | -2.3 | -2.8 | 0.4 | -6.9 | 1.9 | -9.8 | 3.3 | -4.3 | -10.4 | 5.4 | 11.2 | -0.8 | −15.9% |
| 2021 | -1.1 | 2.4 | 4.5 | 1.6 | 3.6 | -2.2 | 0.1 | 1.0 | -3.2 | 2.0 | -5.0 | 4.5 | +8.1% |
| 2020 | -2.5 | -8.5 | -16.2 | 5.5 | 3.6 | 2.3 | 1.6 | 5.7 | -2.0 | -3.5 | 11.0 | 4.9 | −1.2% |
| 2019 | 8.4 | 1.0 | 0.5 | 1.3 | -5.4 | 3.6 | -2.2 | -2.2 | 3.1 | 2.1 | 1.1 | 0.2 | +11.2% |
| 2018 | 6.0 | -5.0 | -0.9 | 1.9 | -2.9 | -4.8 | 2.6 | -3.1 | 2.8 | -9.7 | -0.4 | -6.8 | −19.4% |
| 2017 | 0.3 | 1.6 | +1.9% |
The fund invests at least 80% of its assets in securities in the index, depositary receipts on securities in the index and securities underlying depositary receipts in the index. The index is designed to deliver exposure to equity market performance in non-U.S. developed markets and provide higher exposure to value and momentum factors within the parent index while also maintaining moderate Index turnover and lower realized volatility than traditional capitalization weighted indexes.
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