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	–	2904
2023 Q4	$60.2K	Buy	+1,423	New	+$54.1K	﹤0.01%	1908
2023 Q2	–	Sell	-1,680	Closed	-$64.2K	–	2879
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	–	2630
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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Advisory Services Network's NUMG Position: Q1 2024 in Review

Advisory Services Network sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2024, closing a stake of 1,423 shares — an estimated $60.2K sold.

Advisory Services Network first reported a position in NUMG in Q2 2018 and held it in 6 quarters. The position peaked at $193K in Q3 2018. 126 funds tracked by Wall St. Rank hold NUMG as of Q1 2024.

Advisory Services Network reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 1,423 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2024, an estimated $60.2K.
Advisory Services Network first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2018 and held it in 6 quarters.
Advisory Services Network's Nuveen ESG Mid-Cap Growth ETF position peaked at $193K in Q3 2018.
126 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.