Braun-Bostich & Associates’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Braun-Bostich & Associates’s Portfolio NUMG Stock Details NUMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,234	Closed	-$230K	–	138
2021 Q3	$230K	Hold	4,234	–	–	0.43%	61
2021 Q2	$231K	Buy	4,234 +8	+0.2%	+$416	0.42%	58
2021 Q1	$212K	Hold	4,226	–	–	0.41%	58
2020 Q4	$209K	Hold	4,226	–	–	0.42%	59
2020 Q3	$179K	Hold	4,226	–	–	0.18%	99
2020 Q2	$165K	Sell	4,226 -37	-0.9%	-$1.31K	0.16%	81
2020 Q1	$120K	Hold	4,263	–	–	0.15%	93
2019 Q4	$152K	Buy	+4,263	New	+$144K	0.15%	96
2019 Q3	–	Sell	-3,325	Closed	-$112K	–	229
2019 Q2	$112K	Buy	+3,325	New	+$107K	0.12%	128

Other funds holding NUMG

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

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

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

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Braun-Bostich & Associates's NUMG Position: Q4 2021 in Review

Braun-Bostich & Associates sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q4 2021, closing a stake of 4,234 shares — an estimated $230K sold.

Braun-Bostich & Associates first reported a position in NUMG in Q2 2019 and held it in 9 quarters. The position peaked at $231K in Q2 2021. 107 funds tracked by Wall St. Rank hold NUMG as of Q4 2021.

Braun-Bostich & Associates reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
Braun-Bostich & Associates sold 4,234 Nuveen ESG Mid-Cap Growth ETF shares in Q4 2021, an estimated $230K.
Braun-Bostich & Associates first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2019 and held it in 9 quarters.
Braun-Bostich & Associates's Nuveen ESG Mid-Cap Growth ETF position peaked at $231K in Q2 2021.
107 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q4 2021.

Based on Braun-Bostich & Associates's 13F filing for Q4 2021, filed 11 Feb 2022.