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

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 416 48.68
2025-06-30 $20k 409 48.45
2025-03-31 $18k 409 42.92
2024-12-31 $19k 409 47.38

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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