Betterment LLC
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Betterment LLC’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Betterment LLC’s Portfolio NUMV Stock Details NUMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$297K Buy
8,225
+1,680
+26% +$60.7K ﹤0.01% 433
2025
Q1 		$224K Buy
6,545
+516
+9% +$17.7K ﹤0.01% 445
2024
Q4 		$210K Buy
+6,029
New +$210K ﹤0.01% 438