Baird Financial Group’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Baird Financial Group’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
2025 Q1	–	Sell	-5,771	Closed	-$201K	–	1812
2024 Q4	$201K	Buy	5,771 +137	+2%	+$5.02K	﹤0.01%	1684
2024 Q3	$208K	Sell	5,634 -444	-7%	-$15.5K	﹤0.01%	1654
2024 Q2	$201K	Buy	+6,078	New	+$202K	﹤0.01%	1677
2023 Q3	–	Sell	-7,777	Closed	-$230K	–	1744
2023 Q2	$230K	Buy	7,777 +135	+2%	+$3.84K	﹤0.01%	1577
2023 Q1	$219K	Buy	7,642 +537	+8%	+$16.3K	﹤0.01%	1593
2022 Q4	$211K	Buy	+7,105	New	+$219K	﹤0.01%	1586

Other funds holding NUMV

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Baird Financial Group's NUMV Position: Q1 2025 in Review

Baird Financial Group sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q1 2025, closing a stake of 5,771 shares — an estimated $201K sold.

Baird Financial Group first reported a position in NUMV in Q4 2022 and held it in 6 quarters. The position peaked at $230K in Q2 2023. 129 funds tracked by Wall St. Rank hold NUMV as of Q1 2025.

Baird Financial Group reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Baird Financial Group sold 5,771 Nuveen ESG Mid-Cap Value ETF shares in Q1 2025, an estimated $201K.
Baird Financial Group first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2022 and held it in 6 quarters.
Baird Financial Group's Nuveen ESG Mid-Cap Value ETF position peaked at $230K in Q2 2023.
129 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2025.

Based on Baird Financial Group's 13F filing for Q1 2025, filed 15 May 2025.