SOA Wealth Advisors »

Nushares Etf Tr Esg mid cap shares owned by SOA Wealth Advisors

Quarter-by-quarter ownership of Nushares Etf Tr Esg mid cap (NUMG) shares owned by SOA Wealth Advisors from 13F filings

Historical chart of SOA Wealth Advisors investment in Nushares Etf Tr Esg mid cap

Tip: Access up to 7 years of quarterly data

All positions including Nushares Etf Tr Esg mid cap held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nushares Etf Tr Esg mid cap by SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $811k 18k 44.48
2023-12-31 $756k 18k 42.33
2023-09-30 $646k 18k 36.66
2023-06-30 $664k 17k 39.03

More positions owned by SOA Wealth Advisors

Ishares Russell Top 200 Growth Etf Etf (IWY)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Microsoft Corp Stock (MSFT)
Ishares Core Dividend Growth Etf Etf (DGRO)
Amazon Stock (AMZN)
Ishares Select Dividend Etf Etf (DVY)
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Nvidia Corporation Stock (NVDA)
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Ishares Msci Usa Esg Select Etf Etf (SUSA)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for SOA Wealth Advisors

Top funds holding Nushares Etf Tr Esg mid cap

Wells Fargo & Company
Morgan Stanley
Tiaa Trust, National Association
Royal Bank of Canada
LPL Financial
Bank of America Corporation
AlTi Global
UBS Group
Ameriprise Financial
Bank of New York Mellon
Commonwealth Equity Services
Whittier Trust
Creative Planning
Cetera Investment Advisers
Ameritas Advisory Services

View all funds holding Nushares Etf Tr Esg mid cap