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Nushares Etf Tr Esg mid value shares owned by Betterment

Quarter-by-quarter ownership of Nushares Etf Tr Esg mid value (NUMV) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Nushares Etf Tr Esg mid value

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All positions including Nushares Etf Tr Esg mid value held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nushares Etf Tr Esg mid value by Betterment

Quarter filed Position value Share count Share price at filing
2025-09-30 $441k 11k 38.68
2025-06-30 $297k 8.2k 36.11
2025-03-31 $224k 6.5k 34.22
2024-12-31 $210k 6.0k 34.83

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Msci Eafe (IEFA)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)
Goldman Sachs Activebeta Us Lg (GSLC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Betterment

Top funds holding Nushares Etf Tr Esg mid value

Morgan Stanley
Tiaa Trust, National Association
Abacus Wealth Partners
LPL Financial
Raymond James Financial
Royal Bank of Canada
Bank of New York Mellon
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
UBS Group
Beacon Pointe Advisors
Commonwealth Equity Services
Wells Fargo & Company
Jones Financial Companies, L.L
Creative Planning
Envestnet Asset Management

View all funds holding Nushares Etf Tr Esg mid value