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iShares S&P Global Energy Sector shares owned by UMA Financial Services

Quarter-by-quarter ownership of iShares S&P Global Energy Sector (IXC) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in iShares S&P Global Energy Sector

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Energy Sector 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 S&P Global Energy Sector by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 45k 43.26
2023-12-31 $1.4M 37k 37.45

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Grwth Etf (EFG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for UMA Financial Services

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Bank of America Corporation
Hsbc Holdings
Jpmorgan Chase & Co
CWM
Envestnet Portfolio Solutions
UBS Group
Advisor Group Holdings
Park Avenue Securities
GW & Wade
Wells Fargo & Company
Goldman Sachs Group
Verger Capital Management
Janney Montgomery Scott
Versant Capital Management

View all funds holding iShares S&P Global Energy Sector