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Ishares Tr msci eafe esg shares owned by Shum Financial Group

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

Historical chart of Shum Financial Group 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 Shum Financial Group 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 Shum Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $226k 2.4k 92.96

More positions owned by Shum Financial Group

Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust S&p Divid Etf (SDY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Portfolio S&p400 (SPMD)
Home Depot (HD)

View all positions for Shum Financial Group

Top funds holding Ishares Tr msci eafe esg

Jpmorgan Chase & Co
Empower Advisory Group
Northern Trust
Morgan Stanley
Tiaa Trust, National Association
Betterment
FMR
Wells Fargo & Company
Envestnet Asset Management
Acorns Advisers
Goldman Sachs Group
Mercer Global Advisors
Putnam Fl Investment Management
UBS Group
Wealthfront Advisers

View all funds holding Ishares Tr msci eafe esg