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IMPACTfolio

Company profile

Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
823448598
SEC advisor number
801-121482
FINRA CRD number
291716
AUM ?
$102.52M (as of 13 May 21)
Accounts
283 (as of 13 May 21)
Employees
4 (3 investment advisory or research)

Investment data

Data from SEC filings
47 long holdings
End of quarter 31 Dec 21
Value
 
#Shares
 
$14.92M 301.68K
$13.66M 171.96K
$12.9M 119.52K
$12.88M 146.53K
$11.56M 329.67K
Nushares Etf TR (NUVEEN ESG SMLCP)
$7.92M 188.59K
$7.37M 270.12K
$4.52M 113.64K
$3.56M 20.07K
$3.19M 78.99K
$3.1M 45.13K
$2.3M 6.84K
$2.15M 83.67K
$1.29M 32.74K
$1.01M 2.31K
Nushares Etf TR (NUVEEN ESG INTL)
$650K 20.98K
$650K 615
$627K 2.42K
$565K 9.29K
$533K 2.92K
$516K 8.28K
$380K 3.5K
$378K 413
$374K 1.27K
$373K 2.81K
$367K 1.97K
$361K 548
$348K 1.74K
$345K 9.18K
$345K 2.96K
$341K 1.69K
$340K 2.13K
$338K 3.04K
$332K 1.38K
$324K 690
$322K 11.7K
$309K 2.57K
$304K 1.12K
$302K 469
$298K 13.67K
$295K 791
$283K 595
$282K 12.93K
$273K 3.13K
$247K 735
Nushares Etf TR (NUVEEN ESG EMRGN)
$243K 7.53K
$209K 2.88K
Holdings list only includes long positions. Only includes long positions.

Calendar

21 Jan 22
31 Dec 22

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings