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Ishares Inc msci em esg se shares owned by BMS Financial Advisors

Quarter-by-quarter ownership of Ishares Inc msci em esg se (ESGE) shares owned by BMS Financial Advisors from 13F filings

Historical chart of BMS Financial Advisors investment in Ishares Inc msci em esg se

Tip: Access up to 7 years of quarterly data

All positions including Ishares Inc msci em esg se 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 Inc msci em esg se by BMS Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $330k 11k 31.48
2022-12-31 $2.1M 54k 39.75
2022-06-30 $2.2M 56k 39.76
2022-03-31 $2.4M 66k 36.73
2021-12-31 $2.2M 56k 39.75

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 Inc msci em esg se

Bank of America Corporation
Empower Advisory Group
Tiaa Trust, National Association
Goldman Sachs Group
Betterment
Wealthfront Advisers
Creative Planning
Jpmorgan Chase & Co
UBS Group
Jane Street
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Ellevest
M^T Bank Corporation

View all funds holding Ishares Inc msci em esg se