Cambridge Investment Research Advisors
NUMV icon

Cambridge Investment Research Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Cambridge Investment Research 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 		$621K Buy
14,282
+2,119
+17% +$88.6K ﹤0.01% 2757
2026
Q1 		$472K Buy
12,163
+133
+1% +$5.33K ﹤0.01% 2854
2025
Q4 		$470K Buy
12,030
+503
+4% +$19.5K ﹤0.01% 2780
2025
Q3 		$446K Sell
11,527
-88
-0.8% -$3.3K ﹤0.01% 2773
2025
Q2 		$419K Sell
11,615
-118
-1% -$4.03K ﹤0.01% 2696
2025
Q1 		$401K Buy
11,733
+2,029
+21% +$71.2K ﹤0.01% 2639
2024
Q4 		$338K Buy
9,704
+677
+7% +$24.8K ﹤0.01% 2746
2024
Q3 		$333K Buy
9,027
+2,706
+43% +$94.3K ﹤0.01% 2757
2024
Q2 		$209K Buy
+6,321
New +$210K ﹤0.01% 2988
2023
Q3 		– Sell
-7,440
Closed -$220K – 3231
2023
Q2 		$220K Sell
7,440
-1,371
-16% -$39K ﹤0.01% 2804
2023
Q1 		$253K Buy
8,811
+83
+1% +$2.52K ﹤0.01% 2629
2022
Q4 		$260K Sell
8,728
-332
-4% -$10.2K ﹤0.01% 2543
2022
Q3 		$257K Buy
9,060
+139
+2% +$4.46K ﹤0.01% 2494
2022
Q2 		$273K Buy
8,921
+740
+9% +$24.9K ﹤0.01% 2461
2022
Q1 		$295K Buy
8,181
+264
+3% +$9.44K ﹤0.01% 2568
2021
Q4 		$293K Buy
7,917
+170
+2% +$6.46K ﹤0.01% 2541
2021
Q3 		$281K Buy
7,747
+447
+6% +$16.4K ﹤0.01% 2515
2021
Q2 		$265K Buy
7,300
+455
+7% +$16.5K ﹤0.01% 2565
2021
Q1 		$236K Buy
+6,845
New +$223K ﹤0.01% 2471

Other funds holding NUMV

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors's NUMV Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 17% in Q2 2026, buying an estimated $88.6K and bringing the position to 14,282 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #2757.

Cambridge Investment Research Advisors first reported a position in NUMV in Q1 2021 and has held it in 19 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • Cambridge Investment Research Advisors held 14,282 shares of Nuveen ESG Mid-Cap Value ETF worth $621K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 2,119 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $88.6K.
  • Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2757 holding.
  • Cambridge Investment Research Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2021 and has held it in 19 quarters since.
  • 130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

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