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Nushares Etf Tr esg us aggrgte shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Nushares Etf Tr esg us aggrgte (NUBD) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in Nushares Etf Tr esg us aggrgte

Tip: Access up to 7 years of quarterly data

All positions including Nushares Etf Tr esg us aggrgte held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nushares Etf Tr esg us aggrgte by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 50k 21.97
2023-12-31 $954k 43k 22.26
2023-09-30 $911k 43k 21.10
2023-06-30 $831k 38k 21.99
2023-03-31 $821k 37k 22.35

More positions owned by Keudell/Morrison Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
World Gold Tr Spdr Gld Minis (GLDM)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Amazon (AMZN)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Nushares Etf Tr esg us aggrgte

Cambridge Investment Research Advisors
Morgan Stanley
Envestnet Portfolio Solutions
Bank of America Corporation
Envestnet Asset Management
Bank of New York Mellon
WCG Wealth Advisors
Colony
Charter Oak Capital Management
Vestmark Advisory Solutions
LPL Financial
Miracle Mile Advisors
Colorado Capital Management
Financial Network Wealth Management
Park Avenue Securities

View all funds holding Nushares Etf Tr esg us aggrgte