Abound Financial’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Abound Financial’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
2026 Q2	$74.4K	Sell	1,711 -3,707	-68%	-$155K	0.03%	105
2026 Q1	$210K	Sell	5,418 -1,646	-23%	-$66K	0.09%	59
2025 Q4	$276K	Sell	7,064 -806	-10%	-$31.3K	0.11%	52
2025 Q3	$304K	Sell	7,870 -45	-0.6%	-$1.69K	0.12%	53
2025 Q2	$285K	Buy	7,915 +1,559	+25%	+$53.3K	0.13%	54
2025 Q1	$217K	Sell	6,356 -1,461	-19%	-$51.3K	0.11%	64
2024 Q4	$272K	Buy	+7,817	New	+$286K	0.14%	56

Other funds holding NUMV

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Abound Financial's NUMV Position: Q2 2026 in Review

Abound Financial reduced its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 68% in Q2 2026, selling an estimated $155K and leaving 1,711 shares worth $74.4K. The position accounts for 0.03% of the portfolio, ranked #105.

Abound Financial first reported a position in NUMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $304K in Q3 2025. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

Abound Financial held 1,711 shares of Nuveen ESG Mid-Cap Value ETF worth $74.4K as of Q2 2026.
Abound Financial sold 3,707 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $155K.
Nuveen ESG Mid-Cap Value ETF made up 0.03% of Abound Financial's portfolio in Q2 2026, its #105 holding.
Abound Financial first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Abound Financial's Nuveen ESG Mid-Cap Value ETF position peaked at $304K in Q3 2025.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.