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Cornerstone Advisory’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Cornerstone Advisory’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
Q1 		– Sell
-1,666
Closed -$82K – 587
2021
Q4 		$82K Buy
+1,666
New +$92.1K 0.01% 359

Other funds holding NUMG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Advisory's NUMG Position: Q1 2022 in Review

Cornerstone Advisory sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2022, closing a stake of 1,666 shares — an estimated $82K sold.

Cornerstone Advisory first reported a position in NUMG in Q4 2021 and held it in 1 quarter. The position peaked at $82K in Q4 2021. 116 funds tracked by Wall St. Rank hold NUMG as of Q1 2022.

  • Cornerstone Advisory reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 1,666 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2022, an estimated $82K.
  • Cornerstone Advisory first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's Nuveen ESG Mid-Cap Growth ETF position peaked at $82K in Q4 2021.
  • 116 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.