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D Ishares shares owned by UMA Financial Services

Quarter-by-quarter ownership of D Ishares (EEMS) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in D Ishares

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All positions including D Ishares held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in D Ishares by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $42k 717 58.14

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 D Ishares

Connor, Clark & Lunn Investment Management
Checchi Capital Advisers
Mml Investors Services
Northwestern Mutual Wealth Management Company
State of Wisconsin Investment Board
Morgan Stanley
Savant Capital Management
Harbor Advisory Corp
Evergreen Capital Management
Flow Traders US
Wells Fargo & Company
LPL Financial
Omega Financial Group
Employees' Retirement Fund of the City of Fort Worth
Yale Capital Corp.

View all funds holding D Ishares