Ishares Tr msci eafe esg shares owned by UMA Financial Services
Quarter-by-quarter ownership of Ishares Tr msci eafe esg (ESGD) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Ishares Tr msci eafe esg
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All positions including Ishares Tr msci eafe esg 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 eafe esg by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $330k | 4.0k | 81.58 |
| 2024-06-30 | $318k | 3.9k | 81.62 |
| 2024-03-31 | $330k | 4.3k | 76.39 |
| 2023-12-31 | $321k | 4.3k | 74.43 |
| 2023-09-30 | $315k | 4.6k | 68.64 |
| 2023-06-30 | $347k | 4.8k | 72.85 |
| 2023-03-31 | $347k | 4.7k | 73.47 |
| 2022-12-31 | $361k | 5.1k | 71.45 |
| 2022-09-30 | $293k | 5.0k | 58.92 |
| 2022-06-30 | $334k | 5.0k | 66.31 |
| 2022-03-31 | $345k | 4.9k | 70.57 |
| 2021-12-31 | $421k | 5.3k | 79.58 |