iShares S&P Global Financials Sect. shares owned by UMA Financial Services
Quarter-by-quarter ownership of iShares S&P Global Financials Sect. (IXG) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in iShares S&P Global Financials Sect.
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Quarterly reported holdings in iShares S&P Global Financials Sect. by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13k | 107 | 117.03 |
| 2025-06-30 | $9.8k | 88 | 111.24 |
| 2025-03-31 | $6.2k | 60 | 103.88 |
| 2024-12-31 | $5.8k | 60 | 96.85 |
| 2021-12-31 | $2.9M | 35k | 84.01 |
| 2021-09-30 | $3.6M | 44k | 82.19 |
| 2021-06-30 | $3.6M | 48k | 76.19 |
Top funds holding iShares S&P Global Financials Sect.
View all funds holding iShares S&P Global Financials Sect.