Ishares Tr etf msci usa shares owned by BMS Financial Advisors
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by BMS Financial Advisors
from 13F filings
Historical chart of BMS Financial Advisors investment in Ishares Tr etf msci usa
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Quarterly reported holdings in Ishares Tr etf msci usa by BMS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.3M | 14k | 97.46 |
| 2023-03-31 | $2.7M | 30k | 90.45 |
| 2022-12-31 | $15M | 134k | 107.90 |
| 2022-09-30 | $7.8M | 98k | 79.41 |
| 2022-06-30 | $15M | 137k | 107.90 |
| 2022-03-31 | $14M | 135k | 101.35 |
| 2021-12-31 | $15M | 137k | 107.90 |