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

Advisornet 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	$68.8K	Buy	1,582 +948	+150%	+$39.6K	﹤0.01%	1008
2026 Q1	$24.6K	Buy	634 +294	+86%	+$11.8K	﹤0.01%	1279
2025 Q4	$13.3K	Buy	340 +81	+31%	+$3.15K	﹤0.01%	1457
2025 Q3	$10K	Hold	259	–	–	﹤0.01%	1513
2025 Q2	$9.34K	Hold	259	–	–	﹤0.01%	1500
2025 Q1	$8.86K	Hold	259	–	–	﹤0.01%	1451
2024 Q4	$9.02K	Hold	259	–	–	﹤0.01%	1351
2024 Q3	$9.54K	Sell	259 -69	-21%	-$2.4K	﹤0.01%	1432
2024 Q2	$10.8K	Hold	328	–	–	﹤0.01%	1287
2024 Q1	$11.2K	Sell	328 -25	-7%	-$796	﹤0.01%	1254
2023 Q4	$11.1K	Hold	353	–	–	﹤0.01%	1280
2023 Q3	$10K	Hold	353	–	–	﹤0.01%	1242
2023 Q2	$10.5K	Sell	353 -5	-1%	-$142	﹤0.01%	1310
2023 Q1	$10.3K	Hold	358	–	–	﹤0.01%	1296
2022 Q4	$10.7K	Hold	358	–	–	﹤0.01%	1275
2022 Q3	$10K	Hold	358	–	–	﹤0.01%	1343
2022 Q2	$11K	Hold	358	–	–	﹤0.01%	1314
2022 Q1	$13K	Buy	358 +32	+10%	+$1.14K	﹤0.01%	1380
2021 Q4	$12K	Hold	326	–	–	﹤0.01%	1432
2021 Q3	$12K	Buy	326 +239	+275%	+$8.78K	﹤0.01%	1402
2021 Q2	$3K	Buy	87 +20	+30%	+$726	﹤0.01%	1649
2021 Q1	$2K	Hold	67	–	–	﹤0.01%	1646
2020 Q4	$2K	Hold	67	–	–	﹤0.01%	1553
2020 Q3	$2K	Buy	+67	New	+$1.7K	﹤0.01%	1578

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

Advisornet Financial's NUMV Position: Q2 2026 in Review

Advisornet Financial increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 150% in Q2 2026, buying an estimated $39.6K and bringing the position to 1,582 shares worth $68.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Advisornet Financial first reported a position in NUMV in Q3 2020 and has held it in 24 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

Advisornet Financial held 1,582 shares of Nuveen ESG Mid-Cap Value ETF worth $68.8K as of Q2 2026.
Advisornet Financial bought 948 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $39.6K.
Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1008 holding.
Advisornet Financial first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2020 and has held it in 24 quarters since.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.