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Nushares Etf Tr esg large cap shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Nushares Etf Tr esg large cap (NULC) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Nushares Etf Tr esg large cap

Tip: Access up to 7 years of quarterly data

All positions including Nushares Etf Tr esg large cap held by Cherry Tree 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 large cap by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $36k 825 43.16
2023-12-31 $32k 825 38.96
2023-09-30 $29k 825 35.22
2023-06-30 $30k 825 36.27

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding Nushares Etf Tr esg large cap

Tolleson Wealth Management
Bank of America Corporation
Goldman Sachs Group
Retirement Capital Strategies
3EDGE Asset Management
Advisor Group Holdings
HighTower Advisors
Private Advisor
Cambridge Investment Research Advisors
Values Added Financial
Addison Advisors
Westside Investment Management
Cherry Tree Wealth Management
UBS Group
Horizon Investments

View all funds holding Nushares Etf Tr esg large cap