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Nushares Etf Tr Esg mid value shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group 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 Private Wealth Management Group 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 Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $355k 9.6k 36.84
2024-03-31 $286k 8.4k 34.20
2023-12-31 $267k 8.5k 31.54

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

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
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Bank of New York Mellon
Commonwealth Equity Services
Beacon Pointe Advisors
Wells Fargo & Company
Creative Planning
Envestnet Asset Management
Fiduciary Trust Company

View all funds holding Nushares Etf Tr Esg mid value