Aire Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Aire Advisors’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
2023 Q3	–	Sell	-7,067	Closed	-$209K	–	146
2023 Q2	$209K	Buy	7,067 +55	+0.8%	+$1.57K	0.06%	127
2023 Q1	$201K	Sell	7,012 -51	-0.7%	-$1.55K	0.06%	126
2022 Q4	$210K	Buy	+7,063	New	+$217K	0.06%	125

Other funds holding NUMV

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

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

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

Aire Advisors's NUMV Position: Q3 2023 in Review

Aire Advisors sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q3 2023, closing a stake of 7,067 shares — an estimated $209K sold.

Aire Advisors first reported a position in NUMV in Q4 2022 and held it in 3 quarters. The position peaked at $210K in Q4 2022. 101 funds tracked by Wall St. Rank hold NUMV as of Q3 2023.

Aire Advisors reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
Aire Advisors sold 7,067 Nuveen ESG Mid-Cap Value ETF shares in Q3 2023, an estimated $209K.
Aire Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2022 and held it in 3 quarters.
Aire Advisors's Nuveen ESG Mid-Cap Value ETF position peaked at $210K in Q4 2022.
101 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2023.

Based on Aire Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.