Uma Financial Services, Inc. Ishares Esg Aware Msci Usa Sma Transaction History
Uma Financial Services, Inc.
- $601 Million
- Q2 2025
A detailed history of Uma Financial Services, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Uma Financial Services, Inc. holds 584 shares of ESML stock, worth $26,256. This represents 0.0% of its overall portfolio holdings.
Number of Shares
584
Previous 584
-0.0%
Holding current value
$26,256
Previous $22,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding ESML
# of Institutions
443Shares Held
33.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.2MShares$98.9 Million0.24% of portfolio
-
Northern Trust Corp Chicago, IL2.04MShares$91.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.78MShares$80.2 Million0.01% of portfolio
-
Betterment LLC New York, NY1.75MShares$78.6 Million0.15% of portfolio
-
Creative Planning Overland Park, KS1.5MShares$67.4 Million0.05% of portfolio