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Nushares Etf Tr Esg mid cap shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Nushares Etf Tr Esg mid cap (NUMG) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Nushares Etf Tr Esg mid cap

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All positions including Nushares Etf Tr Esg mid cap held by Beacon Pointe Advisors 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 Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 45k 44.82
2024-06-30 $2.0M 48k 41.81
2024-03-31 $2.1M 47k 44.48
2023-12-31 $1.8M 43k 42.33
2023-09-30 $630k 17k 36.66

More positions owned by Beacon Pointe Advisors

Apple Call Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Beacon Pointe Advisors

Top funds holding Nushares Etf Tr Esg mid cap

Morgan Stanley
Wells Fargo & Company
Tiaa Trust, National Association
Royal Bank of Canada
LPL Financial
Bank of America Corporation
Atlantic Trust
Bank of New York Mellon
AlTi Global
Commonwealth Equity Services
Ameritas Advisory Services
Raymond James Financial Services Advisors
Whittier Trust
Cetera Investment Advisers
Creative Planning

View all funds holding Nushares Etf Tr Esg mid cap