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Nushares Etf Tr Esg mid cap shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth Planning 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 Falcon Wealth Planning 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 Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $274k 6.2k 44.48
2023-12-31 $241k 5.7k 42.33
2023-09-30 $209k 5.7k 36.66

More positions owned by Falcon Wealth Planning

Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Falcon Wealth Planning

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