Clarity Asset Management’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Clarity Asset 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
2025 Q4	–	Sell	-405	Closed	-$15.7K	–	272
2025 Q3	$15.7K	Hold	405	–	–	0.01%	183
2025 Q2	$14.6K	Hold	405	–	–	0.01%	189
2025 Q1	$13.9K	Hold	405	–	–	0.01%	160
2024 Q4	$14.1K	Buy	405 +7	+2%	+$257	0.01%	157
2024 Q3	$14.7K	Sell	398 -38	-9%	-$1.32K	0.01%	144
2024 Q2	$14.4K	Sell	436 -101	-19%	-$3.35K	0.01%	138
2024 Q1	$18.4K	Sell	537 -570	-51%	-$18.1K	0.01%	136
2023 Q4	$34.9K	Buy	+1,107	New	+$32K	0.03%	114

Other funds holding NUMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clarity Asset Management's NUMV Position: Q4 2025 in Review

Clarity Asset Management sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q4 2025, closing a stake of 405 shares — an estimated $15.7K sold.

Clarity Asset Management first reported a position in NUMV in Q4 2023 and held it in 8 quarters. The position peaked at $34.9K in Q4 2023. 127 funds tracked by Wall St. Rank hold NUMV as of Q4 2025.

Clarity Asset Management reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Clarity Asset Management sold 405 Nuveen ESG Mid-Cap Value ETF shares in Q4 2025, an estimated $15.7K.
Clarity Asset Management first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2023 and held it in 8 quarters.
Clarity Asset Management's Nuveen ESG Mid-Cap Value ETF position peaked at $34.9K in Q4 2023.
127 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q4 2025.

Based on Clarity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.