Corient Private Wealth’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Corient Private Wealth’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
2026 Q2	$416K	Hold	8,848	–	–	﹤0.01%	2354
2026 Q1	$363K	Sell	8,848 -8,848	-50%	-$394K	﹤0.01%	2217
2025 Q4	$845K	Buy	17,696 +9,431	+114%	+$452K	﹤0.01%	1985
2025 Q3	$402K	Hold	8,265	–	–	﹤0.01%	1934
2025 Q2	$400K	Buy	8,265 +2,850	+53%	+$128K	﹤0.01%	1825
2025 Q1	$232K	Buy	+5,415	New	+$253K	﹤0.01%	1980

Other funds holding NUMG

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Corient Private Wealth's NUMG Position: Q2 2026 in Review

Corient Private Wealth held its Nuveen ESG Mid-Cap Growth ETF (NUMG) position steady in Q2 2026 at 8,848 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #2354.

Corient Private Wealth first reported a position in NUMG in Q1 2025 and has held it in 6 quarters since. The position peaked at $845K in Q4 2025. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

Corient Private Wealth held 8,848 shares of Nuveen ESG Mid-Cap Growth ETF worth $416K as of Q2 2026.
Corient Private Wealth left its Nuveen ESG Mid-Cap Growth ETF share count unchanged in Q2 2026.
Nuveen ESG Mid-Cap Growth ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2354 holding.
Corient Private Wealth first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
Corient Private Wealth's Nuveen ESG Mid-Cap Growth ETF position peaked at $845K in Q4 2025.
134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.