ISHARES TR MSCI Small Cap msci small cap shares owned by UMA Financial Services
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in ISHARES TR MSCI Small Cap msci small cap
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Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 18k | 65.42 |
| 2024-06-30 | $1.4M | 22k | 64.60 |
| 2024-03-31 | $1.4M | 23k | 60.55 |
| 2023-12-31 | $1.5M | 25k | 59.99 |
| 2023-09-30 | $1.4M | 25k | 55.22 |
| 2023-06-30 | $1.5M | 25k | 59.02 |
| 2023-03-31 | $1.5M | 26k | 60.24 |
| 2022-12-31 | $1.6M | 27k | 60.95 |
| 2022-09-30 | $1.5M | 29k | 50.70 |
| 2022-06-30 | $1.8M | 30k | 58.28 |
| 2022-03-31 | $2.1M | 34k | 62.53 |
| 2021-12-31 | $2.5M | 35k | 72.28 |
| 2021-09-30 | $2.7M | 36k | 75.98 |
| 2021-06-30 | $2.7M | 36k | 74.48 |
| 2021-03-31 | $2.7M | 37k | 74.06 |
| 2020-12-31 | $2.7M | 37k | 71.37 |
| 2020-09-30 | $2.4M | 41k | 57.24 |
| 2020-06-30 | $2.5M | 44k | 57.17 |
| 2020-03-31 | $2.1M | 45k | 46.58 |
| 2019-12-31 | $2.5M | 40k | 62.14 |
| 2019-09-30 | $2.4M | 40k | 61.06 |
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