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DB Wealth Management Group’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

DB Wealth Management Group’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
2023
Q4 		$21.7K Hold
513
– – 0.01% 227
2023
Q3 		$18.8K Buy
+513
New +$19.9K 0.01% 229

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

DB Wealth Management Group's NUMG Position: Q4 2023 in Review

DB Wealth Management Group held its Nuveen ESG Mid-Cap Growth ETF (NUMG) position steady in Q4 2023 at 513 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #227.

DB Wealth Management Group first reported a position in NUMG in Q3 2023 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold NUMG as of Q4 2023.

  • DB Wealth Management Group held 513 shares of Nuveen ESG Mid-Cap Growth ETF worth $21.7K as of Q4 2023.
  • DB Wealth Management Group left its Nuveen ESG Mid-Cap Growth ETF share count unchanged in Q4 2023.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #227 holding.
  • DB Wealth Management Group first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2023 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.