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Nushares Etf Tr Esg mid cap shares owned by SVA Plumb Wealth Management

Quarter-by-quarter ownership of Nushares Etf Tr Esg mid cap (NUMG) shares owned by SVA Plumb Wealth Management from 13F filings

Historical chart of SVA Plumb Wealth Management investment in Nushares Etf Tr Esg mid cap

Tip: Access up to 7 years of quarterly data

All positions including Nushares Etf Tr Esg mid cap held by SVA Plumb 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 mid cap by SVA Plumb Wealth Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $345k 7.0k 49.43
2020-09-30 $295k 7.0k 42.26
2020-06-30 $272k 7.0k 38.97

More positions owned by SVA Plumb Wealth Management

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange-traded F Jpmorgan Diver (JPUS)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Visa Com Cl A (V)
Vanguard Index Fds Growth Etf (VUG)
Johnson & Johnson (JNJ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for SVA Plumb Wealth Management

Top funds holding Nushares Etf Tr Esg mid cap

Tiaa Trust, National Association
Wells Fargo & Company
Royal Bank of Canada
AlTi Global
UBS Group
Bank of America Corporation
Bank of New York Mellon
Commonwealth Equity Services
Whittier Trust
Creative Planning
Ameritas Advisory Services
Fiduciary Trust Company
Raymond James Financial Services Advisors
Private Advisor
Whittier Trust Co. of Nevada

View all funds holding Nushares Etf Tr Esg mid cap