NUHY — NUSHARES ETF TR

Ownership history in Simplicity Wealth,LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in NUSHARES ETF TR (NUHY). 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.

Peak position
0.12% (2024 Q4)
Avg. % of fund
0.06%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 28,192 — 0% 0.04% $614K $21.08
2025 Q2 UNCHANGED 28,192 — 0% 0.03% $612K $20.68
2025 Q1 UNCHANGED 28,192 — 0% 0.05% $597K $19.84
2024 Q4 INITIATED 28,192 — — 0.12% $596K $19.59
% of Fund (quarterly)    NUHY price (monthly, adj. close)

Other funds also holding NUHY

As of 2025 Q4 — sorted by position size

Stewardship Advisors, LLC 3Y 0.99% Olde Wealth Management, LLC 3Y 0.24% Friedenthal Financial 3Y 7Y 0.1% NATURAL INVESTMENTS, LLC 3Y 0.06% 4Thought Financial Group Inc. 3Y 0.06% Legacy Financial Advisors, Inc. 3Y 7Y 0.04% Vestmark Advisory Solutions, Inc. 3Y 0.04% Western Wealth Management, LLC 3Y 7Y 0.03% Moss Adams Wealth Advisors LLC 0.03% SageView Advisory Group, LLC 3Y 0.02%
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