Ownership history in KWB Wealth · 13 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth reported a position in NUSHARES ETF TR (NURE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 27,594 | +5,357 | +24.1% | 0.07% | $777K | $28.16 |
| 2025 Q3 | ADDED | 22,237 | +23 | +0.1% | 0.07% | $659K | $28.45 |
| 2025 Q2 | ADDED | 22,214 | +1,479 | +7.1% | 0.08% | $695K | $29.00 |
| 2025 Q1 | ADDED | 20,735 | +3,079 | +17.4% | 0.08% | $659K | $30.21 |
As of 2025 Q4 — sorted by position size