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

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

Historical chart of Falcon Wealth Planning investment in Nushares Etf Tr Esg mid value

Tip: Access up to 7 years of quarterly data

All positions including Nushares Etf Tr Esg mid value 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 value by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $362k 9.8k 36.84
2024-06-30 $309k 9.3k 33.03
2024-03-31 $313k 9.2k 34.20
2023-12-31 $258k 8.2k 31.54
2023-09-30 $280k 9.9k 28.43
2023-06-30 $274k 9.2k 29.63

More positions owned by Falcon Wealth Planning

American Centy Etf Tr Us Large Cap Vlu (AVLV)
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Vanguard World Mega Grwth Ind (MGK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr S&P SML 600 GWT (IJT)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Blackrock Etf Trust Ii Flexible Income (BINC)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Falcon Wealth Planning

Top funds holding Nushares Etf Tr Esg mid value

Tiaa Trust, National Association
Morgan Stanley
Abacus Wealth Partners
Royal Bank of Canada
Raymond James & Associates
LPL Financial
Bank of America Corporation
Bank of New York Mellon
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Thrivent Financial for Lutherans
Beacon Pointe Advisors
Commonwealth Equity Services
Wells Fargo & Company
Creative Planning
Envestnet Asset Management

View all funds holding Nushares Etf Tr Esg mid value