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Ishares Tr etf msci usa shares owned by BKM Wealth Management

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

Historical chart of BKM Wealth Management investment in Ishares Tr etf msci usa

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All positions including Ishares Tr etf msci usa held by BKM Wealth Management 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 BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $301k 2.4k 126.18
2024-06-30 $285k 2.4k 119.32
2024-03-31 $275k 2.4k 114.96
2023-12-31 $251k 2.4k 104.92

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares U S Etf Tr Commodity Curve (CCRV)
Lowe's Companies (LOW)

View all positions for BKM Wealth Management

Top funds holding Ishares Tr etf msci usa

Bank of America Corporation
Jpmorgan Chase & Co
Tiaa Trust, National Association
Northern Trust
BlackRock
Goldman Sachs Group
BlackRock
Morgan Stanley
Envestnet Asset Management
Acorns Advisers
Wells Fargo & Company
Wealthfront Advisers
LPL Financial
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services

View all funds holding Ishares Tr etf msci usa