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Nushares Etf Tr Esg mid cap shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Nushares Etf Tr Esg mid cap (NUMG) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Nushares Etf Tr Esg mid cap

Tip: Access up to 7 years of quarterly data

All positions including Nushares Etf Tr Esg mid cap held by Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $8.7k 179 48.45
2025-03-31 $6.5k 151 42.92
2024-12-31 $18k 378 47.38
2024-09-30 $17k 378 44.82

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Cape Investment Advisory

Top funds holding Nushares Etf Tr Esg mid cap

Morgan Stanley
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
Tiaa Trust, National Association
Bank of New York Mellon
Ameriprise Financial
UBS Group
AlTi Global
Commonwealth Equity Services
Raymond James Financial
Cetera Investment Advisers
Creative Planning
Jones Financial Companies, L.L
Fiduciary Trust Company

View all funds holding Nushares Etf Tr Esg mid cap