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Castle Wealth Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-1,461
Closed -$48K – 444
2022
Q3 		$48K Hold
1,461
– – 0.03% 218
2022
Q2 		$50K Buy
+1,461
New +$55.1K 0.03% 215

Other funds holding NUMG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Castle Wealth Management's NUMG Position: Q4 2022 in Review

Castle Wealth Management sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q4 2022, closing a stake of 1,461 shares — an estimated $48K sold.

Castle Wealth Management first reported a position in NUMG in Q2 2022 and held it in 2 quarters. The position peaked at $50K in Q2 2022. 106 funds tracked by Wall St. Rank hold NUMG as of Q4 2022.

  • Castle Wealth Management reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 1,461 Nuveen ESG Mid-Cap Growth ETF shares in Q4 2022, an estimated $48K.
  • Castle Wealth Management first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Nuveen ESG Mid-Cap Growth ETF position peaked at $50K in Q2 2022.
  • 106 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.