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

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

Historical chart of Falcon 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 Falcon 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 Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $313k 9.2k 34.20
2023-12-31 $258k 8.2k 31.54
2023-09-30 $280k 9.9k 28.43
2023-06-30 $274k 9.2k 29.63

More positions owned by Falcon Wealth Planning

Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Falcon Wealth Planning

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

View all funds holding Nushares Etf Tr Esg mid value