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

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

Historical chart of Laurel 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 Laurel 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 Laurel Wealth Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $4.1M 144k 28.70
2022-12-31 $3.8M 127k 29.75
2022-09-30 $2.9M 103k 28.38
2022-06-30 $2.5M 82k 30.63
2022-03-31 $2.2M 60k 36.02

More positions owned by Laurel Wealth Planning

Spdr Ser Tr S&p 500 Esg Etf (EFIV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Us Infrastruc (IFRA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Esg Awr Msci Em (ESGE)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Msci Jpn Etf New (EWJ)
Ishares Tr Msci Kld400 Soc (DSI)
Pimco Etf Tr Enhancd Short (EMNT)

View all positions for Laurel Wealth Planning

Top funds holding Nushares Etf Tr Esg mid value

Tiaa Trust, National Association
Abacus Wealth Partners
Royal Bank of Canada
Raymond James & Associates
UBS Group
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Bank of America Corporation
Creative Planning
Commonwealth Equity Services
Wells Fargo & Company
Bank of New York Mellon
Beacon Pointe Advisors
Dynamic Advisors Solutions
Regatta Capital Group
Fiduciary Trust Company

View all funds holding Nushares Etf Tr Esg mid value