ASN
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Advisory Services Network’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Advisory Services Network’s Portfolio NUMG Stock Details NUMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,423
Closed -$60.2K – 2911
2023
Q4 		$60.2K Buy
+1,423
New +$54.1K ﹤0.01% 1908
2023
Q2 		– Sell
-1,680
Closed -$64.2K – 2887
2023
Q1 		$64.2K Sell
1,680
-130
-7% -$4.9K ﹤0.01% 1892
2022
Q4 		$63.7K Buy
+1,810
New +$63K ﹤0.01% 1848
2019
Q1 		– Sell
-6,620
Closed -$174K – 2633
2018
Q4 		$174K Buy
6,620
+1,000
+18% +$29.9K 0.02% 740
2018
Q3 		$193K Buy
5,620
+250
+5% +$8.28K 0.01% 767
2018
Q2 		$176K Buy
+5,370
New +$165K 0.01% 773

Other funds holding NUMG

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return