In this section you will find the quarterly holdings and community investment reports of the UUCEF. The holdings reports include the top 50 holdings as well as those held for shareholder advocacy purposes. These reports are maintained online as far back as June 2009. The community investment report list all the community investment holdings of the UUCEF.

The following documents are PDF files.


Fiscal Year (FY) 2024

Fiscal Year (FY) 2023

Fiscal Year (FY) 2022

Fiscal Year (FY) 2021

Fiscal Year (FY) 2020

Fiscal Year (FY) 2019

Fiscal Year (FY) 2018

Fiscal Year (FY) 2017

Fiscal Year (FY) 2016

FY 2015

FY 2014

FY 2013

FY 2012

Previous Fiscal Years

Community Investments Report




FY 2021

FY 2020

FY 2019

FY 2018

FY 2017

FY 2016

FY 2015

FY 2014