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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWP

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bruce G. Allen Investments's NUMV Position: Q1 2026 in Review

Bruce G. Allen Investments held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q1 2026 at 370 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #442.

Bruce G. Allen Investments first reported a position in NUMV in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.5K in Q4 2025. 132 funds tracked by Wall St. Rank hold NUMV as of Q1 2026.

Bruce G. Allen Investments held 370 shares of Nuveen ESG Mid-Cap Value ETF worth $14.3K as of Q1 2026.
Bruce G. Allen Investments left its Nuveen ESG Mid-Cap Value ETF share count unchanged in Q1 2026.
Nuveen ESG Mid-Cap Value ETF made up 0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #442 holding.
Bruce G. Allen Investments first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Nuveen ESG Mid-Cap Value ETF position peaked at $14.5K in Q4 2025.
132 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.