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Cornerstone Planning Group’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Cornerstone Planning Group’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 		– Sell
-107
Closed -$4.46K – 1922
2026
Q1 		$4.46K Buy
+107
New +$4.29K ﹤0.01% 1115

Other funds holding NUMV

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cornerstone Planning Group's NUMV Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q2 2026, closing a stake of 107 shares — an estimated $4.46K sold.

Cornerstone Planning Group first reported a position in NUMV in Q1 2026 and held it in 1 quarter. The position peaked at $4.46K in Q1 2026. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 107 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $4.46K.
  • Cornerstone Planning Group first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Cornerstone Planning Group's Nuveen ESG Mid-Cap Value ETF position peaked at $4.46K in Q1 2026.
  • 130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.