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Carolina Wealth Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Carolina Wealth 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
2024
Q1 		– Sell
-36
Closed -$1.14K – 241
2023
Q4 		$1.14K Hold
36
– – ﹤0.01% 216
2023
Q3 		$1.02K Buy
+36
New +$1.07K ﹤0.01% 234

Other funds holding NUMV

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carolina Wealth Advisors's NUMV Position: Q1 2024 in Review

Carolina Wealth Advisors sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q1 2024, closing a stake of 36 shares — an estimated $1.14K sold.

Carolina Wealth Advisors first reported a position in NUMV in Q3 2023 and held it in 2 quarters. The position peaked at $1.14K in Q4 2023. 115 funds tracked by Wall St. Rank hold NUMV as of Q1 2024.

  • Carolina Wealth Advisors reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Carolina Wealth Advisors sold 36 Nuveen ESG Mid-Cap Value ETF shares in Q1 2024, an estimated $1.14K.
  • Carolina Wealth Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2023 and held it in 2 quarters.
  • Carolina Wealth Advisors's Nuveen ESG Mid-Cap Value ETF position peaked at $1.14K in Q4 2023.
  • 115 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2024.

Based on Carolina Wealth Advisors's 13F filing for Q1 2024, filed 5 Apr 2024.