Ishares Tr msci usavalfct shares owned by UMA Financial Services
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $926k | 9.1k | 101.23 |
| 2023-12-31 | $886k | 8.9k | 100.07 |
| 2023-09-30 | $794k | 8.8k | 90.14 |
| 2023-06-30 | $830k | 8.8k | 94.48 |
| 2023-03-31 | $802k | 8.6k | 92.76 |
| 2022-12-31 | $801k | 8.4k | 95.68 |
| 2022-09-30 | $847k | 9.7k | 87.22 |
| 2022-06-30 | $910k | 9.5k | 96.01 |
| 2022-03-31 | $3.2M | 31k | 103.62 |
| 2021-12-31 | $5.6M | 49k | 112.84 |
| 2021-09-30 | $5.7M | 55k | 103.97 |
| 2021-06-30 | $5.4M | 52k | 103.15 |
| 2021-03-31 | $4.7M | 45k | 104.88 |
| 2020-12-31 | $4.3M | 45k | 96.18 |
| 2020-09-30 | $2.8M | 37k | 74.46 |
| 2020-06-30 | $2.6M | 35k | 76.09 |
| 2020-03-31 | $1.5M | 23k | 65.77 |