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Nushares Etf Tr Esg mid value shares owned by Invera Wealth Advisors

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

Historical chart of Invera Wealth Advisors 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 Invera 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 value by Invera Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 64k 37.08
2024-06-30 $2.2M 67k 33.62
2024-03-31 $2.1M 66k 32.07
2023-12-31 $2.0M 63k 31.54

More positions owned by Invera Wealth Advisors

Ishares Tr Esg Msci Usa Etf Exchange Traded Funds (USXF)
Jpmorgan Chase Company Common (JPM)
Nvidia Corporation Common (NVDA)
Alphabet Incorporated Cap Stk Class A Common (GOOGL)
Ishares Tr Esg Awre Usd Etf Exchange Traded Funds (SUSC)
Ishares Tr Esg Eafe Etf Exchange Traded Funds (DMXF)
Ishares Tr Core Msci Eafe Exchange Traded Funds (IEFA)
Ishares Tr Egsadvncdmsci Em Exchange Traded Funds (EMXF)
Ishares Incorporated Core Msci Emkt Exchange Traded Funds (IEMG)
Ishares Tr Esg Aware Msci Exchange Traded Funds (ESML)
Nuveen Esg Large Cap Value Etf Exchange Traded Funds (NULV)
Intercontinental Exchange Incorporated Common (ICE)
Sp Global Incorporated Common (SPGI)
Iqvia Hldgs Incorporated Common (IQV)
Nuveen Esg Mid Cap Value Etf Exchange Traded Funds (NUMV)

View all positions for Invera Wealth Advisors

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