Appleton Partners’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Appleton Partners’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
2021 Q3	–	Sell	-5,720	Closed	-$313K	–	295
2021 Q2	$313K	Hold	5,720	–	–	0.03%	246
2021 Q1	$286K	Hold	5,720	–	–	0.03%	245
2020 Q4	$283K	Hold	5,720	–	–	0.03%	236
2020 Q3	$242K	Hold	5,720	–	–	0.03%	248
2020 Q2	$223K	Buy	+5,720	New	+$202K	0.03%	239
2020 Q1	–	Sell	-7,720	Closed	-$272K	–	279
2019 Q4	$272K	Hold	7,720	–	–	0.03%	255
2019 Q3	$253K	Hold	7,720	–	–	0.03%	253
2019 Q2	$260K	Hold	7,720	–	–	0.03%	250
2019 Q1	$242K	Hold	7,720	–	–	0.03%	243
2018 Q4	$202K	Hold	7,720	–	–	0.03%	247
2018 Q3	$264K	Hold	7,720	–	–	0.04%	230
2018 Q2	$241K	Hold	7,720	–	–	0.03%	242
2018 Q1	$228K	Hold	7,720	–	–	0.03%	240
2017 Q4	$227K	Sell	7,720 -1,715	-18%	-$49.1K	0.04%	243
2017 Q3	$261K	Buy	+9,435	New	+$257K	0.04%	213

Other funds holding NUMG

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

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

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

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

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

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Appleton Partners's NUMG Position: Q3 2021 in Review

Appleton Partners sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q3 2021, closing a stake of 5,720 shares — an estimated $313K sold.

Appleton Partners first reported a position in NUMG in Q3 2017 and held it in 15 quarters. The position peaked at $313K in Q2 2021. 98 funds tracked by Wall St. Rank hold NUMG as of Q3 2021.

Appleton Partners reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
Appleton Partners sold 5,720 Nuveen ESG Mid-Cap Growth ETF shares in Q3 2021, an estimated $313K.
Appleton Partners first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2017 and held it in 15 quarters.
Appleton Partners's Nuveen ESG Mid-Cap Growth ETF position peaked at $313K in Q2 2021.
98 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q3 2021.

Based on Appleton Partners's 13F filing for Q3 2021, filed 14 Oct 2021.