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Ishares Inc msci world idx shares owned by BridgePort Financial Solutions

Quarter-by-quarter ownership of Ishares Inc msci world idx (URTH) shares owned by BridgePort Financial Solutions from 13F filings

Historical chart of BridgePort Financial Solutions investment in Ishares Inc msci world idx

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All positions including Ishares Inc msci world idx held by BridgePort Financial Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Inc msci world idx by BridgePort Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $390k 2.1k 181.59
2025-06-30 $364k 2.1k 169.41
2025-03-31 $327k 2.1k 153.18
2024-12-31 $337k 2.1k 158.06

More positions owned by BridgePort Financial Solutions

Ishares Tr Core S&p500 Etf (IVV)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr S&p 100 Etf (OEF)
NVIDIA Corporation (NVDA)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for BridgePort Financial Solutions

Top funds holding Ishares Inc msci world idx

Royal Bank of Canada
Federation des caisses Desjardins du Quebec
Morgan Stanley
Amundi
Goldman Sachs Group
Sumitomo Mitsui Asset Management Company
Prudential
Obermeyer Asset Management
Babson Capital Management
Evensky & Katz
Banco Santander
Jpmorgan Chase & Co
LPL Financial
BlackRock
Principal Financial Group

View all funds holding Ishares Inc msci world idx