Annis Gardner Whiting Capital Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2026 Q2	–	Sell	-187	Closed	-$7.68K	–	950
2026 Q1	$7.68K	Hold	187	–	–	﹤0.01%	908
2025 Q4	$8.93K	Sell	187 -4	-2%	-$192	﹤0.01%	795
2025 Q3	$9.3K	Hold	191	–	–	﹤0.01%	720
2025 Q2	$9.25K	Buy	191 +8	+4%	+$359	﹤0.01%	735
2025 Q1	$7.86K	Hold	183	–	–	﹤0.01%	574
2024 Q4	$8.67K	Hold	183	–	–	﹤0.01%	550
2024 Q3	$8.2K	Buy	183 +43	+31%	+$1.82K	﹤0.01%	573
2024 Q2	$5.85K	Hold	140	–	–	﹤0.01%	758
2024 Q1	$6.23K	Hold	140	–	–	﹤0.01%	738
2023 Q4	$5.93K	Buy	140 +7	+5%	+$266	﹤0.01%	527
2023 Q3	$4.88K	Buy	+133	New	+$5.15K	﹤0.01%	530

Other funds holding NUMG

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

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

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

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

TCIIS

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's NUMG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2026, closing a stake of 187 shares — an estimated $7.68K sold.

Annis Gardner Whiting Capital Advisors first reported a position in NUMG in Q3 2023 and held it in 11 quarters. The position peaked at $9.3K in Q3 2025. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 187 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $7.68K.
Annis Gardner Whiting Capital Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $9.3K in Q3 2025.
134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.