Creative Planning
NUMV icon

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

Creative Planning’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
Q1 		$3.9M Hold
100,641
– – ﹤0.01% 1380
2025
Q4 		$3.94M Sell
100,641
-358
-0.4% -$13.9K ﹤0.01% 1174
2025
Q3 		$3.91M Sell
100,999
-7,301
-7% -$274K ﹤0.01% 1024
2025
Q2 		$3.9M Hold
108,300
– – ﹤0.01% 882
2025
Q1 		$3.7M Sell
108,300
-1,688
-2% -$59.3K ﹤0.01% 826
2024
Q4 		$3.83M Sell
109,988
-5,525
-5% -$202K ﹤0.01% 774
2024
Q3 		$4.26M Hold
115,513
– – ﹤0.01% 695
2024
Q2 		$3.82M Sell
115,513
-10,862
-9% -$360K ﹤0.01% 714
2024
Q1 		$4.32M Sell
126,375
-15,270
-11% -$486K ﹤0.01% 654
2023
Q4 		$4.47M Sell
141,645
-7,617
-5% -$220K 0.01% 595
2023
Q3 		$4.24M Buy
149,262
+33,199
+29% +$991K 0.01% 579
2023
Q2 		$3.44M Sell
116,063
-520
-0.4% -$14.8K ﹤0.01% 629
2023
Q1 		$3.35M Buy
116,583
+3,422
+3% +$104K ﹤0.01% 608
2022
Q4 		$3.37M Buy
113,161
+2,222
+2% +$68.4K 0.01% 578
2022
Q3 		$3.15M Buy
110,939
+555
+0.5% +$17.8K 0.01% 552
2022
Q2 		$3.38M Hold
110,384
– – 0.01% 556
2022
Q1 		$3.98M Sell
110,384
-3,953
-3% -$141K 0.01% 511
2021
Q4 		$4.22M Buy
114,337
+13,934
+14% +$530K 0.01% 464
2021
Q3 		$3.64M Buy
+100,403
New +$3.69M 0.01% 502
2021
Q2 		– Sell
-82,031
Closed -$2.82M – 2423
2021
Q1 		$2.82M Hold
82,031
– – 0.01% 588
2020
Q4 		$2.47M Sell
82,031
-904
-1% -$25.5K 0.01% 587
2020
Q3 		$2.12M Hold
82,935
– – 0.01% 545
2020
Q2 		$1.99M Buy
82,935
+1,919
+2% +$43.6K 0.01% 498
2020
Q1 		$1.64M Sell
81,016
-40,634
-33% -$1.1M 0.01% 487
2019
Q4 		$3.68M Buy
121,650
+92
+0.1% +$2.75K 0.01% 356
2019
Q3 		$3.53M Buy
121,558
+2,463
+2% +$69.9K 0.01% 356
2019
Q2 		$3.39M Buy
119,095
+54,993
+86% +$1.53M 0.01% 363
2019
Q1 		$1.75M Buy
+64,102
New +$1.7M 0.01% 509

Other funds holding NUMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's NUMV Position: Q1 2026 in Review

Creative Planning held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q1 2026 at 100,641 shares worth $3.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Creative Planning first reported a position in NUMV in Q1 2019 and has held it in 28 quarters since. The position peaked at $4.47M in Q4 2023. 132 funds tracked by Wall St. Rank hold NUMV as of Q1 2026.

  • Creative Planning held 100,641 shares of Nuveen ESG Mid-Cap Value ETF worth $3.9M as of Q1 2026.
  • Creative Planning left its Nuveen ESG Mid-Cap Value ETF share count unchanged in Q1 2026.
  • Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1380 holding.
  • Creative Planning first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2019 and has held it in 28 quarters since.
  • Creative Planning's Nuveen ESG Mid-Cap Value ETF position peaked at $4.47M in Q4 2023.
  • 132 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.