Betterment LLC
NUMV icon

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

Betterment LLC’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
2026
Q2 		$488K Sell
11,211
-211
-2% -$8.82K ﹤0.01% 488
2026
Q1 		$443K Buy
11,422
+250
+2% +$10K ﹤0.01% 465
2025
Q4 		$437K Sell
11,172
-229
-2% -$8.9K ﹤0.01% 435
2025
Q3 		$441K Buy
11,401
+3,176
+39% +$119K ﹤0.01% 409
2025
Q2 		$297K Buy
8,225
+1,680
+26% +$57.4K ﹤0.01% 433
2025
Q1 		$224K Buy
6,545
+516
+9% +$18.1K ﹤0.01% 445
2024
Q4 		$210K Buy
+6,029
New +$221K ﹤0.01% 438

Other funds holding NUMV

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC's NUMV Position: Q2 2026 in Review

Betterment LLC reduced its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 1.8% in Q2 2026, selling an estimated $8.82K and leaving 11,211 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Betterment LLC first reported a position in NUMV in Q4 2024 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • Betterment LLC held 11,211 shares of Nuveen ESG Mid-Cap Value ETF worth $488K as of Q2 2026.
  • Betterment LLC sold 211 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $8.82K.
  • Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #488 holding.
  • Betterment LLC first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.