Crewe Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Crewe Advisors’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	$17.8K	Hold	410	–	–	﹤0.01%	636
2026 Q1	$15.9K	Hold	410	–	–	﹤0.01%	561
2025 Q4	$16K	Buy	410 +9	+2%	+$350	﹤0.01%	528
2025 Q3	$15.5K	Hold	401	–	–	﹤0.01%	547
2025 Q2	$14.5K	Hold	401	–	–	﹤0.01%	413
2025 Q1	$13.7K	Hold	401	–	–	﹤0.01%	393
2024 Q4	$14K	Sell	401 -10	-2%	-$367	﹤0.01%	395
2024 Q3	$15.1K	Hold	411	–	–	﹤0.01%	433
2024 Q2	$13.6K	Hold	411	–	–	﹤0.01%	626
2024 Q1	$14.1K	Buy	411 +13	+3%	+$414	﹤0.01%	563
2023 Q4	$12.6K	Hold	398	–	–	﹤0.01%	193
2023 Q3	$11.3K	Hold	398	–	–	﹤0.01%	238
2023 Q2	$11.8K	Hold	398	–	–	﹤0.01%	399
2023 Q1	$11.4K	Hold	398	–	–	﹤0.01%	528
2022 Q4	$11.8K	Buy	398 +20	+5%	+$616	﹤0.01%	523
2022 Q3	$11K	Buy	+378	New	+$12.1K	﹤0.01%	638

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

Crewe Advisors's NUMV Position: Q2 2026 in Review

Crewe Advisors held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q2 2026 at 410 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Crewe Advisors first reported a position in NUMV in Q3 2022 and has held it in 16 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

Crewe Advisors held 410 shares of Nuveen ESG Mid-Cap Value ETF worth $17.8K as of Q2 2026.
Crewe Advisors 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 Crewe Advisors's portfolio in Q2 2026, its #636 holding.
Crewe Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.