Ishares Tr shares owned by UMA Financial Services
Quarter-by-quarter ownership of Ishares Tr (EUSB) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $196k | 4.5k | 43.92 |
| 2025-06-30 | $193k | 4.4k | 43.55 |
| 2025-03-31 | $191k | 4.4k | 43.32 |
| 2024-12-31 | $198k | 4.7k | 42.48 |
| 2024-09-30 | $204k | 4.6k | 43.98 |
| 2022-09-30 | $372k | 8.9k | 42.01 |
| 2022-06-30 | $406k | 9.0k | 45.09 |
| 2022-03-31 | $394k | 8.8k | 44.66 |
| 2021-12-31 | $397k | 8.2k | 48.67 |