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Nushares Etf Tr Esg mid cap shares owned by Cook Wealth Management Group

Quarter-by-quarter ownership of Nushares Etf Tr Esg mid cap (NUMG) shares owned by Cook Wealth Management Group from 13F filings

Historical chart of Cook Wealth Management Group 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 Cook Wealth Management Group 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 Cook Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $593k 14k 42.01
2023-09-30 $336k 9.9k 34.06
2023-06-30 $210k 5.3k 39.53

More positions owned by Cook Wealth Management Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Global X Fds Nasdaq 100 Cover (QYLD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr National Mun Etf (MUB)
BlackRock Enhanced Dividend Achievers Tr (BDJ)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Actively Managed Etf Total Return (GTO)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Cook Wealth Management Group

Top funds holding Nushares Etf Tr Esg mid cap

Tiaa Trust, National Association
Wells Fargo & Company
Royal Bank of Canada
AlTi Global
UBS Group
Bank of America Corporation
Bank of New York Mellon
Commonwealth Equity Services
High Note Wealth
Whittier Trust
Creative Planning
Ameritas Advisory Services
Fiduciary Trust Company
Raymond James Financial Services Advisors
Private Advisor

View all funds holding Nushares Etf Tr Esg mid cap