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M/I Homes shares owned by BSW Wealth Partners

Quarter-by-quarter ownership of M/I Homes (MHO) shares owned by BSW Wealth Partners from 13F filings

Historical chart of BSW Wealth Partners investment in M/I Homes

Tip: Access up to 7 years of quarterly data

All positions including M/I Homes held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in M/I Homes by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $327k 2.4k 136.29
2023-12-31 $331k 2.4k 137.74
2023-09-30 $202k 2.4k 84.04
2023-06-30 $209k 2.4k 87.19

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard World Mega Cap Val Etf (MGV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Grwt Allocat Etf (AOR)

View all positions for BSW Wealth Partners

Top funds holding M/I Homes

Vanguard Group
Donald Smith & Co
Dimensional Fund Advisors
Westfield Capital Management Company
Pacer Advisors
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership
Franklin Resources
Charles Schwab Investment Management
Henderson Group
Jpmorgan Chase & Co
Bank of New York Mellon
Principal Financial Group
Royce & Associates
PanAgora Asset Management

View all funds holding M/I Homes