NUSHARES ETF TR

Ticker: NULV CUSIP: 67092P300 Class: NUVEEN ESG LRGVL

BSW Wealth Partners's Holding History (CIK: 0001512601)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 91,110 Value ($000) $4,105 Avg Close — Range —
Q3 2025
Shares 95,348 Value ($000) $4,179 Avg Close — Range —
Q2 2025
Shares 95,934 Value ($000) $4,021 Avg Close — Range —
Q1 2025
Shares 121,048 Value ($000) $4,901 Avg Close — Range —
Q4 2024
Shares 137,420 Value ($000) $5,410 Avg Close — Range —
Q3 2024
Shares 145,750 Value ($000) $6,081 Avg Close — Range —
Q2 2024
Shares 149,363 Value ($000) $5,644 Avg Close — Range —
Q1 2024
Shares 164,644 Value ($000) $6,398 Avg Close — Range —
Q4 2023
Shares 169,621 Value ($000) $6,091 Avg Close — Range —
Q3 2023
Shares 171,823 Value ($000) $5,772 Avg Close — Range —
Q2 2023
Shares 172,100 Value ($000) $5,963 Avg Close — Range —
Q1 2023
Shares 167,905 Value ($000) $5,721 Avg Close — Range —
Q4 2022
Shares 168,867 Value ($000) $6 Avg Close — Range —
Q3 2022
Shares 182,141 Value ($000) $5,623 Avg Close — Range —
Q2 2022
Shares 165,919 Value ($000) $5,538 Avg Close — Range —