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Blackrock Science & shares owned by UMA Financial Services

Quarter-by-quarter ownership of Blackrock Science & (BST) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Blackrock Science &

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Science & held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Science & by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 307 41.36
2025-06-30 $12k 307 38.17
2025-03-31 $10k 307 32.99
2024-12-31 $11k 307 36.56

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Blackrock Science &

Morgan Stanley
Raymond James Financial
Invesco
Ameriprise Financial
Karpus Investment Management
1607 Capital Partners
Royal Bank of Canada
LPL Financial
Wedbush Morgan Securities
Steward Partners Investment Advisory
Advisor Group Holdings
Janney Montgomery Scott
Cornerstone Advisors
UBS Group
NWF Advisory Services

View all funds holding Blackrock Science &