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Nushares Etf Tr Esg mid cap shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors 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 EP Wealth 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $438k 10k 42.33
2023-09-30 $156k 4.3k 36.66
2023-03-31 $1.6M 46k 34.07
2022-09-30 $540k 16k 32.95
2022-06-30 $507k 15k 34.32
2022-03-31 $620k 14k 43.83
2021-12-31 $542k 11k 49.17
2021-09-30 $540k 9.9k 54.38
2021-06-30 $516k 9.4k 54.66
2021-03-31 $366k 7.3k 50.03