UMA Financial Services »

Ishares Tr intl dev ql fc shares owned by UMA Financial Services

Quarter-by-quarter ownership of Ishares Tr intl dev ql fc (IQLT) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Ishares Tr intl dev ql fc

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr intl dev ql fc held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr intl dev ql fc by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $126k 2.8k 44.19
2025-06-30 $123k 2.8k 43.22
2025-03-31 $111k 2.8k 39.69
2024-12-31 $104k 2.8k 37.12

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 Ishares Tr intl dev ql fc

Northwestern Mutual Wealth Management Company
Pnc Financial Services
Envestnet Asset Management
Richard Bernstein Advisors
Ameriprise Financial
Capital Investment Advisors
Morgan Stanley
Tiaa Trust, National Association
HPM Partners
LPL Financial
Cetera Investment Advisers
UBS Group
Jpmorgan Chase & Co
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
CI Private Wealth

View all funds holding Ishares Tr intl dev ql fc