Blueline Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Blueline Advisors’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	$214K	Sell	4,911 -25	-0.5%	-$1.04K	0.15%	49
2026 Q1	$191K	Buy	4,936 +3,079	+166%	+$124K	0.15%	49
2025 Q4	$72.6K	Buy	+1,857	New	+$72.1K	0.06%	78

Other funds holding NUMV

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Blueline Advisors's NUMV Position: Q2 2026 in Review

Blueline Advisors reduced its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 0.51% in Q2 2026, selling an estimated $1.04K and leaving 4,911 shares worth $214K. The position accounts for 0.15% of the portfolio, ranked #49.

Blueline Advisors first reported a position in NUMV in Q4 2025 and has held it in 3 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

Blueline Advisors held 4,911 shares of Nuveen ESG Mid-Cap Value ETF worth $214K as of Q2 2026.
Blueline Advisors sold 25 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $1.04K.
Nuveen ESG Mid-Cap Value ETF made up 0.15% of Blueline Advisors's portfolio in Q2 2026, its #49 holding.
Blueline Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Blueline Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.