Chicago Wealth Management’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Chicago Wealth Management’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
2022 Q2	–	Sell	-7,101	Closed	-$256K	–	42
2022 Q1	$256K	Hold	7,101	–	–	0.17%	41
2021 Q4	$262K	Sell	7,101 -26	-0.4%	-$989	0.18%	41
2021 Q3	$259K	Hold	7,127	–	–	0.19%	39
2021 Q2	$258K	Buy	7,127 +458	+7%	+$16.6K	0.19%	39
2021 Q1	$230K	Buy	+6,669	New	+$217K	0.18%	38

Other funds holding NUMV

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Chicago Wealth Management's NUMV Position: Q2 2022 in Review

Chicago Wealth Management sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q2 2022, closing a stake of 7,101 shares — an estimated $256K sold.

Chicago Wealth Management first reported a position in NUMV in Q1 2021 and held it in 5 quarters. The position peaked at $262K in Q4 2021. 97 funds tracked by Wall St. Rank hold NUMV as of Q2 2022.

Chicago Wealth Management reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
Chicago Wealth Management sold 7,101 Nuveen ESG Mid-Cap Value ETF shares in Q2 2022, an estimated $256K.
Chicago Wealth Management first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2021 and held it in 5 quarters.
Chicago Wealth Management's Nuveen ESG Mid-Cap Value ETF position peaked at $262K in Q4 2021.
97 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2022.

Based on Chicago Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.