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Nushares Etf Tr Esg mid value shares owned by Baystate Wealth Management

Quarter-by-quarter ownership of Nushares Etf Tr Esg mid value (NUMV) shares owned by Baystate Wealth Management from 13F filings

Historical chart of Baystate Wealth Management investment in Nushares Etf Tr Esg mid value

Tip: Access up to 7 years of quarterly data

All positions including Nushares Etf Tr Esg mid value held by Baystate 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 value by Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $269k 8.5k 31.54
2023-09-30 $704k 25k 28.43
2023-06-30 $736k 25k 29.63
2023-03-31 $1.1M 38k 28.70
2022-12-31 $1.1M 38k 29.74
2022-09-30 $947k 33k 28.38
2022-06-30 $1.0M 33k 30.62
2022-03-31 $1.1M 31k 36.01
2021-12-31 $1.1M 30k 36.93
2021-09-30 $1.1M 30k 36.30
2021-06-30 $1.4M 39k 36.25
2021-03-31 $1.6M 46k 34.42
2020-12-31 $1.3M 42k 30.07
2020-09-30 $907k 36k 25.51
2020-06-30 $722k 30k 24.02
2020-03-31 $563k 28k 20.19
2019-12-31 $689k 23k 30.20
2019-09-30 $629k 22k 29.04
2019-06-30 $525k 18k 28.67
2019-03-31 $519k 18k 28.34

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

Top funds holding Nushares Etf Tr Esg mid value

Tiaa Trust, National Association
Abacus Wealth Partners
Royal Bank of Canada
Raymond James & Associates
UBS Group
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Bank of America Corporation
Commonwealth Equity Services
Creative Planning
Wells Fargo & Company
Bank of New York Mellon
Beacon Pointe Advisors
Dynamic Advisors Solutions
Fiduciary Trust Company
Invera Wealth Advisors

View all funds holding Nushares Etf Tr Esg mid value