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Nushares Etf Tr esg us aggrgte shares owned by Perigon Wealth Management

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

Historical chart of Perigon Wealth Management investment in Nushares Etf Tr esg us aggrgte

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All positions including Nushares Etf Tr esg us aggrgte held by Perigon 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 Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 135k 22.46
2025-06-30 $2.0M 91k 22.26
2025-03-31 $1.8M 83k 22.19
2024-12-31 $3.4M 160k 21.58
2024-09-30 $1.5M 65k 22.70
2020-12-31 $43k 1.6k 26.88

More positions owned by Perigon Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Broadcom (AVGO)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)

View all positions for Perigon Wealth Management

Top funds holding Nushares Etf Tr esg us aggrgte

Morgan Stanley
First Pacific Financial
Bank of New York Mellon
Cambridge Investment Research Advisors
Envestnet Portfolio Solutions
Envestnet Asset Management
LPL Financial
Vestmark Advisory Solutions
Colony
Garrett Investment Advisors
Westfuller Advisors
Miracle Mile Advisors
Koss-Olinger Consulting
Charter Oak Capital Management
WCG Wealth Advisors

View all funds holding Nushares Etf Tr esg us aggrgte