iShares MSCI EAFE Index Fund shares owned by UMA Financial Services
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in iShares MSCI EAFE Index Fund
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All positions including iShares MSCI EAFE Index Fund held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares MSCI EAFE Index Fund by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $825k | 11k | 76.25 |
| 2023-12-31 | $812k | 11k | 74.16 |
| 2023-09-30 | $761k | 11k | 68.42 |
| 2023-06-30 | $806k | 11k | 72.42 |
| 2023-03-31 | $811k | 11k | 73.26 |
| 2022-12-31 | $788k | 11k | 71.21 |
| 2022-09-30 | $881k | 15k | 58.78 |
| 2022-06-30 | $987k | 15k | 65.78 |
| 2022-03-31 | $1.1M | 16k | 70.19 |
| 2021-12-31 | $1.3M | 16k | 78.75 |
| 2021-09-30 | $1.3M | 16k | 80.00 |
| 2021-06-30 | $1.3M | 17k | 78.68 |
| 2021-03-31 | $1.3M | 17k | 77.98 |
| 2020-12-31 | $1.3M | 17k | 76.03 |
| 2020-09-30 | $1.1M | 18k | 62.17 |
| 2020-06-30 | $1.2M | 18k | 63.83 |
| 2020-03-31 | $954k | 17k | 54.74 |
| 2019-12-31 | $1.4M | 21k | 69.80 |
| 2019-09-30 | $1.5M | 22k | 68.50 |