Carson Wealth (CWM LLC)
NUMG icon

Carson Wealth (CWM LLC)’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$336K Buy
8,173
+64
+0.8% +$2.85K ﹤0.01% 2307
2025
Q4 		$387K Buy
8,109
+126
+2% +$6.04K ﹤0.01% 2083
2025
Q3 		$389K Sell
7,983
-18
-0.2% -$873 ﹤0.01% 1943
2025
Q2 		$388K Buy
8,001
+4,360
+120% +$196K ﹤0.01% 1715
2025
Q1 		$156K Buy
3,641
+1,372
+60% +$64.1K ﹤0.01% 2086
2024
Q4 		$108K Buy
2,269
+1
+0% +$48 ﹤0.01% 2238
2024
Q3 		$102K Buy
2,268
+163
+8% +$6.91K ﹤0.01% 2187
2024
Q2 		$88K Hold
2,105
– – ﹤0.01% 2049
2024
Q1 		$94K Buy
2,105
+122
+6% +$5.23K ﹤0.01% 1915
2023
Q4 		$84K Buy
1,983
+4
+0.2% +$152 ﹤0.01% 1861
2023
Q3 		$73K Hold
1,979
– – ﹤0.01% 1841
2023
Q2 		$77K Hold
1,979
– – ﹤0.01% 1708
2023
Q1 		$76K Hold
1,979
– – ﹤0.01% 1635
2022
Q4 		$70K Buy
1,979
+3
+0.2% +$104 ﹤0.01% 1544
2022
Q3 		$65K Sell
1,976
-212
-10% -$7.82K ﹤0.01% 1544
2022
Q2 		$75K Sell
2,188
-427
-16% -$16.1K ﹤0.01% 1437
2022
Q1 		$115K Sell
2,615
-1,508
-37% -$65K ﹤0.01% 1274
2021
Q4 		$203K Buy
+4,123
New +$228K ﹤0.01% 1013
2021
Q2 		$130K Hold
2,381
– – ﹤0.01% 1043
2021
Q1 		$130K Hold
2,381
– – ﹤0.01% 1043
2020
Q4 		$130K Hold
2,381
– – ﹤0.01% 1043
2020
Q3 		$130K Hold
2,381
– – ﹤0.01% 1043
2020
Q2 		$130K Hold
2,381
– – ﹤0.01% 1043
2020
Q1 		$130K Hold
2,381
– – ﹤0.01% 1043
2019
Q4 		$130K Hold
2,381
– – ﹤0.01% 1043
2019
Q3 		$130K Hold
2,381
– – ﹤0.01% 1043
2019
Q2 		$130K Hold
2,381
– – ﹤0.01% 1043
2019
Q1 		$130K Buy
+2,381
New +$70K ﹤0.01% 1043
2017
Q4 		– Sell
-2,610
Closed -$72K – 1540
2017
Q3 		$72K Hold
2,610
– – ﹤0.01% 457
2017
Q2 		$71K Buy
+2,610
New +$69.5K ﹤0.01% 427

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NUMG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 0.79% in Q1 2026, buying an estimated $2.85K and bringing the position to 8,173 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #2307.

Carson Wealth (CWM LLC) first reported a position in NUMG in Q2 2017 and has held it in 30 quarters since. The position peaked at $389K in Q3 2025. 135 funds tracked by Wall St. Rank hold NUMG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,173 shares of Nuveen ESG Mid-Cap Growth ETF worth $336K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 64 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2026, an estimated $2.85K.
  • Nuveen ESG Mid-Cap Growth ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2307 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2017 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Nuveen ESG Mid-Cap Growth ETF position peaked at $389K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.