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iShares MSCI EAFE Growth Index shares owned by BMS Financial Advisors

Quarter-by-quarter ownership of iShares MSCI EAFE Growth Index (EFG) shares owned by BMS Financial Advisors from 13F filings

Historical chart of BMS Financial Advisors investment in iShares MSCI EAFE Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Growth Index held by BMS Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Growth Index by BMS Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $2.2M 23k 95.41
2023-03-31 $4.0M 43k 93.68
2022-12-31 $6.4M 58k 110.29
2022-09-30 $2.7M 37k 72.57
2022-06-30 $6.5M 59k 110.29
2022-03-31 $3.2M 33k 96.28
2021-12-31 $6.5M 59k 110.29

More positions owned by BMS Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
First Tr Nas100 Eq Weighted SHS (QQEW)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Portfolio Short (SPSB)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Index Shs Fds Msci Emrg Mkts (QEMM)
Wisdomtree Tr Currncy Int Eq (DDWM)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

View all positions for BMS Financial Advisors

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Morgan Stanley
Bank of America Corporation
SageView Advisory Group
Envestnet Portfolio Solutions
BlackRock
CWM
Park Avenue Securities
Us Bancorp
Jane Street
Wells Fargo & Company
Pnc Financial Services
Facet Wealth

View all funds holding iShares MSCI EAFE Growth Index