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Ishares Tr msci eafe esg shares owned by Beacon Financial Planning

Quarter-by-quarter ownership of Ishares Tr msci eafe esg (ESGD) shares owned by Beacon Financial Planning from 13F filings

Historical chart of Beacon Financial Planning investment in Ishares Tr msci eafe esg

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci eafe esg held by Beacon Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci eafe esg by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $426k 5.3k 79.92
2023-12-31 $403k 5.3k 75.55
2023-09-30 $364k 5.3k 69.13
2023-06-30 $384k 5.3k 72.93
2023-03-31 $372k 5.2k 71.85
2022-12-31 $340k 5.2k 65.75

More positions owned by Beacon Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Invesco Actively Managed Etf Total Return (GTO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Total (IXUS)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Ishares Semicdtr (SOXX)
Vanguard Wellington Us Quality (VFQY)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)

View all positions for Beacon Financial Planning

Top funds holding Ishares Tr msci eafe esg

Bank of America Corporation
Jpmorgan Chase & Co
Empower Advisory Group
Tiaa Trust, National Association
Betterment
Fifth Third Bancorp
Wells Fargo & Company
Goldman Sachs Group
UBS Group
Putnam Fl Investment Management
Spinnaker Trust
Commonwealth Equity Services
Wealthfront Advisers
Mercer Global Advisors
Us Bancorp

View all funds holding Ishares Tr msci eafe esg