Clean Yield Group’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Clean Yield Group’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 Q2	–	Sell	-222	Closed	-$10K	–	462
2022 Q1	$10K	Hold	222	–	–	﹤0.01%	358
2021 Q4	$11K	Hold	222	–	–	﹤0.01%	362
2021 Q3	$12K	Hold	222	–	–	﹤0.01%	355
2021 Q2	$12K	Buy	+222	New	+$11.5K	﹤0.01%	354
2021 Q1	–	Sell	-222	Closed	-$11K	–	301
2020 Q4	$11K	Buy	+222	New	+$10.4K	﹤0.01%	342

Other funds holding NUMG

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Clean Yield Group's NUMG Position: Q2 2022 in Review

Clean Yield Group sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2022, closing a stake of 222 shares — an estimated $10K sold.

Clean Yield Group first reported a position in NUMG in Q4 2020 and held it in 5 quarters. The position peaked at $12K in Q3 2021. 106 funds tracked by Wall St. Rank hold NUMG as of Q2 2022.

Clean Yield Group reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Clean Yield Group sold 222 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2022, an estimated $10K.
Clean Yield Group first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2020 and held it in 5 quarters.
Clean Yield Group's Nuveen ESG Mid-Cap Growth ETF position peaked at $12K in Q3 2021.
106 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2022.

Based on Clean Yield Group's 13F filing for Q2 2022, filed 18 Jul 2022.