iShares MSCI EAFE Value Index shares owned by UMA Financial Services
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in iShares MSCI EAFE Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares MSCI EAFE Value Index held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares MSCI EAFE Value Index by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 286k | 56.11 |
| 2024-06-30 | $5.7M | 104k | 55.11 |
| 2024-03-31 | $8.6M | 165k | 52.34 |
| 2023-12-31 | $12M | 227k | 51.22 |
| 2023-09-30 | $12M | 240k | 48.32 |
| 2023-06-30 | $8.3M | 168k | 49.14 |
| 2023-03-31 | $8.2M | 165k | 50.10 |
| 2022-12-31 | $10M | 204k | 49.30 |
| 2022-09-30 | $7.2M | 179k | 40.45 |
| 2022-06-30 | $7.8M | 175k | 44.37 |
| 2022-03-31 | $10M | 209k | 48.85 |
| 2021-12-31 | $12M | 225k | 52.04 |
| 2021-09-30 | $11M | 202k | 52.24 |
| 2021-06-30 | $9.5M | 186k | 51.10 |
| 2021-03-31 | $7.3M | 141k | 52.14 |
| 2020-12-31 | $5.1M | 102k | 49.65 |
Top funds holding iShares MSCI EAFE Value Index
View all funds holding iShares MSCI EAFE Value Index