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
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Quarterly reported holdings in iShares MSCI EAFE Value Index by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
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