AWM
NUMG icon

Avior Wealth Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-3,832
Closed -$182K – 1800
2024
Q4 		$182K Sell
3,832
-2,941
-43% -$140K 0.01% 727
2024
Q3 		$304K Sell
6,773
-484
-7% -$20.5K 0.01% 585
2024
Q2 		$303K Sell
7,257
-5,695
-44% -$241K 0.01% 567
2024
Q1 		$576K Buy
12,952
+982
+8% +$42.1K 0.03% 405
2023
Q4 		$507K Buy
11,970
+759
+7% +$28.8K 0.03% 345
2023
Q3 		$411K Sell
11,211
-1,333
-11% -$51.6K 0.03% 371
2023
Q2 		$490K Buy
12,544
+1,417
+13% +$52.6K 0.03% 343
2023
Q1 		$425K Buy
11,127
+370
+3% +$13.9K 0.03% 393
2022
Q4 		$379K Buy
10,757
+2,095
+24% +$72.9K 0.03% 362
2022
Q3 		$285K Buy
+8,662
New +$320K 0.02% 389

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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