5L
NUMV icon

55I LLC’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

55I LLC’s Portfolio NUMV Stock Details NUMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$237K Buy
+8,346
New +$268K 0.01% 548

Other funds holding NUMV

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

55I LLC's NUMV Position: Q3 2022 in Review

55I LLC opened a new position in Nuveen ESG Mid-Cap Value ETF (NUMV) in Q3 2022: 8,346 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #548 among its holdings.

99 funds tracked by Wall St. Rank hold NUMV as of Q3 2022.

  • 55I LLC held 8,346 shares of Nuveen ESG Mid-Cap Value ETF worth $237K as of Q3 2022.
  • Nuveen ESG Mid-Cap Value ETF was a new 55I LLC position in Q3 2022.
  • Nuveen ESG Mid-Cap Value ETF made up 0.01% of 55I LLC's portfolio in Q3 2022, its #548 holding.
  • 99 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.