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 |
| 2024 Q4 | ADDED | 17,656 | +1,335 | +8.2% | 0.07% | $599K | $30.45 |
| 2024 Q3 | ADDED | 16,321 | +15 | +0.1% | 0.07% | $507K | $32.17 |
| 2024 Q2 | UNCHANGED | 16,306 | — | 0% | 0.07% | $499K | $29.24 |
| 2024 Q1 | ADDED | 16,306 | +8 | +0.0% | 0.07% | $499K | $28.57 |
| 2023 Q4 | ADDED | 16,298 | +2,933 | +21.9% | 0.07% | $503K | $28.55 |
| 2023 Q3 | UNCHANGED | 13,365 | — | 0% | 0.07% | $407K | $24.80 |
As of 2025 Q4 — sorted by position size