Corient Private Wealth’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Corient Private Wealth’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
2026 Q2	$562K	Hold	12,918	–	–	﹤0.01%	2141
2026 Q1	$501K	Hold	12,918	–	–	﹤0.01%	2032
2025 Q4	$505K	Hold	12,918	–	–	﹤0.01%	1871
2025 Q3	$500K	Sell	12,918 -1,900	-13%	-$71.3K	﹤0.01%	1790
2025 Q2	$534K	Buy	14,818 +8,048	+119%	+$275K	﹤0.01%	1672
2025 Q1	$232K	Buy	+6,770	New	+$238K	﹤0.01%	1982

Other funds holding NUMV

AWP

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

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

TCIIS

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

EWM

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

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

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

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

Corient Private Wealth held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q2 2026 at 12,918 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #2141.

Corient Private Wealth first reported a position in NUMV in Q1 2025 and has held it in 6 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

Corient Private Wealth held 12,918 shares of Nuveen ESG Mid-Cap Value ETF worth $562K as of Q2 2026.
Corient Private Wealth left its Nuveen ESG Mid-Cap Value ETF share count unchanged in Q2 2026.
Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2141 holding.
Corient Private Wealth first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

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