Bruce G. Allen Investments’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Bruce G. Allen Investments’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	$16.1K	Hold	370	–	–	0.01%	437
2026 Q1	$14.3K	Hold	370	–	–	0.01%	442
2025 Q4	$14.5K	Hold	370	–	–	0.01%	431
2025 Q3	$14.3K	Hold	370	–	–	0.01%	437
2025 Q2	$13.3K	Hold	370	–	–	0.01%	437
2025 Q1	$12.7K	Hold	370	–	–	0.01%	438
2024 Q4	$12.9K	Hold	370	–	–	0.01%	441
2024 Q3	$13.6K	Hold	370	–	–	0.01%	443
2024 Q2	$12.2K	Hold	370	–	–	0.01%	439
2024 Q1	$12.7K	Hold	370	–	–	0.01%	437
2023 Q4	$11.7K	Buy	+370	New	+$10.7K	0.01%	446

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

Bruce G. Allen Investments's NUMV Position: Q2 2026 in Review

Bruce G. Allen Investments held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q2 2026 at 370 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #437.

Bruce G. Allen Investments first reported a position in NUMV in Q4 2023 and has held it in 11 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

Bruce G. Allen Investments held 370 shares of Nuveen ESG Mid-Cap Value ETF worth $16.1K as of Q2 2026.
Bruce G. Allen Investments 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 Bruce G. Allen Investments's portfolio in Q2 2026, its #437 holding.
Bruce G. Allen Investments first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.