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

Bragg Financial 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	$394K	Hold	9,049	–	–	0.01%	311
2026 Q1	$351K	Buy	9,049 +438	+5%	+$17.6K	0.01%	310
2025 Q4	$337K	Hold	8,611	–	–	0.01%	307
2025 Q3	$333K	Hold	8,611	–	–	0.01%	302
2025 Q2	$310K	Buy	8,611 +348	+4%	+$11.9K	0.01%	303
2025 Q1	$283K	Hold	8,263	–	–	0.01%	301
2024 Q4	$288K	Hold	8,263	–	–	0.01%	298
2024 Q3	$304K	Sell	8,263 -204	-2%	-$7.11K	0.01%	284
2024 Q2	$280K	Sell	8,467 -157	-2%	-$5.21K	0.01%	289
2024 Q1	$295K	Buy	8,624 +147	+2%	+$4.68K	0.01%	285
2023 Q4	$267K	Buy	8,477 +85	+1%	+$2.46K	0.01%	293
2023 Q3	$239K	Hold	8,392	–	–	0.01%	296
2023 Q2	$249K	Buy	8,392 +1,183	+16%	+$33.7K	0.01%	299
2023 Q1	$207K	Buy	+7,209	New	+$219K	0.01%	306
2022 Q3	–	Sell	-6,572	Closed	-$201K	–	296
2022 Q2	$201K	Buy	6,572 +324	+5%	+$10.9K	0.01%	295
2022 Q1	$225K	Buy	+6,248	New	+$223K	0.01%	299

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

Bragg Financial Advisors's NUMV Position: Q2 2026 in Review

Bragg Financial Advisors held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q2 2026 at 9,049 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #311.

Bragg Financial Advisors first reported a position in NUMV in Q1 2022 and has held it in 16 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

Bragg Financial Advisors held 9,049 shares of Nuveen ESG Mid-Cap Value ETF worth $394K as of Q2 2026.
Bragg Financial Advisors left its Nuveen ESG Mid-Cap Value ETF share count unchanged in Q2 2026.
Nuveen ESG Mid-Cap Value ETF made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #311 holding.
Bragg Financial Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2022 and has held it in 16 quarters since.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.