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Ishares Tr msci lw crb tg shares owned by UMA Financial Services

Quarter-by-quarter ownership of Ishares Tr msci lw crb tg (CRBN) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Ishares Tr msci lw crb tg

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci lw crb tg 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 Tr msci lw crb tg by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $36k 159 226.58
2025-06-30 $34k 159 211.55
2025-03-31 $32k 170 190.68
2024-12-31 $33k 170 193.08

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 Ishares Tr msci lw crb tg

Betterment
Morgan Stanley
Aspiriant
Investure
Allianz Se
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Susquehanna International
BSW Wealth Partners
Ameriprise Financial
Citadel Advisors
AlTi Global
Coldstream Capital Management
LPL Financial

View all funds holding Ishares Tr msci lw crb tg