Joel Adams & Associates »

Nushares Etf Tr Esg mid value shares owned by Joel Adams & Associates

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

Historical chart of Joel Adams & Associates investment in Nushares Etf Tr Esg mid value

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All positions including Nushares Etf Tr Esg mid value held by Joel Adams & Associates 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 Joel Adams & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $375k 9.7k 38.69
2025-06-30 $349k 9.7k 36.05

More positions owned by Joel Adams & Associates

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Broad Usd High (USHY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Joel Adams & Associates

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