Ishares Inc msci em esg se shares owned by UMA Financial Services
Quarter-by-quarter ownership of Ishares Inc msci em esg se (ESGE) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Ishares Inc msci em esg se
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Quarterly reported holdings in Ishares Inc msci em esg se by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $750k | 24k | 31.18 |
| 2023-12-31 | $857k | 28k | 30.36 |
| 2023-09-30 | $854k | 28k | 30.03 |
| 2023-06-30 | $920k | 29k | 31.98 |
| 2023-03-31 | $882k | 28k | 31.42 |
| 2022-12-31 | $939k | 28k | 33.58 |
| 2022-09-30 | $1.1M | 38k | 28.99 |
| 2022-06-30 | $1.2M | 38k | 31.72 |
| 2022-03-31 | $997k | 29k | 34.81 |
| 2021-12-31 | $1.1M | 27k | 39.67 |
| 2021-09-30 | $896k | 21k | 42.78 |
| 2021-06-30 | $847k | 19k | 43.78 |
| 2021-03-31 | $693k | 16k | 43.95 |
| 2020-12-31 | $688k | 15k | 46.46 |
| 2020-09-30 | $4.7M | 127k | 36.78 |
| 2020-06-30 | $3.8M | 107k | 35.53 |
| 2020-03-31 | $3.7M | 128k | 28.88 |