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

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

Historical chart of WCG 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 WCG 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 36k 31.54
2023-09-30 $1.1M 37k 30.03
2023-06-30 $1.1M 38k 29.66
2023-03-31 $1.4M 51k 28.69
2022-12-31 $1.5M 51k 29.75
2022-09-30 $1.5M 52k 28.39
2022-06-30 $2.2M 75k 28.59

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View all positions for WCG Wealth Advisors

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
Commonwealth Equity Services
Creative Planning
Wells Fargo & Company
Bank of New York Mellon
Beacon Pointe Advisors
Dynamic Advisors Solutions
Fiduciary Trust Company
Invera Wealth Advisors

View all funds holding Nushares Etf Tr Esg mid value