Nushares Etf Tr Esg mid value shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Nushares Etf Tr Esg mid value (NUMV) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Nushares Etf Tr Esg mid value
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Quarterly reported holdings in Nushares Etf Tr Esg mid value by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $430k | 14k | 31.54 |
| 2023-09-30 | $169k | 6.0k | 28.43 |
| 2023-03-31 | $1.5k | 10k | 0.15 |
| 2022-09-30 | $608k | 21k | 28.37 |
| 2022-06-30 | $613k | 20k | 30.65 |
| 2022-03-31 | $714k | 20k | 36.00 |
| 2021-12-31 | $638k | 17k | 36.97 |
| 2021-09-30 | $949k | 26k | 36.30 |
| 2021-06-30 | $916k | 25k | 36.26 |
| 2021-03-31 | $903k | 26k | 34.42 |
| 2020-12-31 | $516k | 17k | 30.05 |
| 2020-09-30 | $458k | 18k | 25.51 |
| 2020-06-30 | $888k | 37k | 24.00 |
| 2020-03-31 | $641k | 32k | 20.19 |
| 2019-12-31 | $289k | 9.6k | 30.19 |
| 2019-06-30 | $255k | 9.0k | 28.48 |
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