Baldrige Asset Management’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Baldrige Asset Management’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
2022 Q2	–	Sell	-481	Closed	-$17K	–	321
2022 Q1	$17K	Hold	481	–	–	0.01%	237
2021 Q4	$18K	Hold	481	–	–	0.01%	243
2021 Q3	$17K	Hold	481	–	–	0.01%	250
2021 Q2	$17K	Buy	+481	New	+$17.5K	0.01%	259

Other funds holding NUMV

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Baldrige Asset Management's NUMV Position: Q2 2022 in Review

Baldrige Asset Management sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q2 2022, closing a stake of 481 shares — an estimated $17K sold.

Baldrige Asset Management first reported a position in NUMV in Q2 2021 and held it in 4 quarters. The position peaked at $18K in Q4 2021. 97 funds tracked by Wall St. Rank hold NUMV as of Q2 2022.

Baldrige Asset Management reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
Baldrige Asset Management sold 481 Nuveen ESG Mid-Cap Value ETF shares in Q2 2022, an estimated $17K.
Baldrige Asset Management first reported a position in Nuveen ESG Mid-Cap Value ETF in Q2 2021 and held it in 4 quarters.
Baldrige Asset Management's Nuveen ESG Mid-Cap Value ETF position peaked at $18K in Q4 2021.
97 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2022.

Based on Baldrige Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.