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Ishares Tr etf msci usa shares owned by Bernard Wealth Management Corp.

Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Bernard Wealth Management Corp. from 13F filings

Historical chart of Bernard Wealth Management Corp. investment in Ishares Tr etf msci usa

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All positions including Ishares Tr etf msci usa held by Bernard Wealth Management Corp. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr etf msci usa by Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 140 145.60
2025-06-30 $19k 140 135.30
2025-03-31 $17k 140 121.91
2024-12-31 $18k 140 128.82