Ishares Inc msci world idx shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of Ishares Inc msci world idx (URTH) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in Ishares Inc msci world idx
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Quarterly reported holdings in Ishares Inc msci world idx by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $331k | 2.1k | 156.91 |
| 2024-06-30 | $356k | 2.4k | 147.49 |
| 2024-03-31 | $349k | 2.4k | 144.91 |
| 2023-12-31 | $321k | 2.4k | 133.02 |
| 2023-09-30 | $314k | 2.6k | 120.17 |
| 2023-06-30 | $325k | 2.6k | 124.52 |
| 2023-03-31 | $307k | 2.6k | 117.67 |
| 2022-12-31 | $311k | 2.8k | 109.25 |
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