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CWM
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
Shares
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
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AWP
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1-Year Est. Return
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1-Year Est. Return
Envestnet Asset Management
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1-Year Est. Return
EWM
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1-Year Est. Return
Wells Fargo
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$530B AUM
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1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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