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Nushares Etf Tr esg large cap shares owned by Values Added Financial

Quarter-by-quarter ownership of Nushares Etf Tr esg large cap (NULC) shares owned by Values Added Financial from 13F filings

Historical chart of Values Added Financial 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 Values Added Financial 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 Values Added Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $331k 7.2k 46.29
2024-06-30 $220k 5.0k 43.83
2024-03-31 $217k 5.0k 43.16

More positions owned by Values Added Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Esg Eafe Etf (DMXF)

View all positions for Values Added Financial

Top funds holding Nushares Etf Tr esg large cap

Nuveen Asset Management
Tolleson Wealth Management
Citadel Advisors
Bank of America Corporation
LPL Financial
Tower Research Capital
JFG Wealth Management
Goldman Sachs Group
Commonwealth Equity Services
HighTower Advisors
Values Added Financial
Advisor Group Holdings
Private Advisor
Cambridge Investment Research Advisors
Wealth Architects

View all funds holding Nushares Etf Tr esg large cap