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

DHJJ Financial 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 Q1	$1.37K	Hold	35	–	–	﹤0.01%	782
2025 Q4	$1.38K	Hold	35	–	–	﹤0.01%	746
2025 Q3	$1.36K	Hold	35	–	–	﹤0.01%	725
2025 Q2	$1.27K	Hold	35	–	–	﹤0.01%	715
2025 Q1	$1.21K	Hold	35	–	–	﹤0.01%	674
2024 Q4	$1.23K	Hold	35	–	–	﹤0.01%	644
2024 Q3	$1.28K	Hold	35	–	–	﹤0.01%	624
2024 Q2	$1.14K	Hold	35	–	–	﹤0.01%	589
2024 Q1	$1.19K	Sell	35 -24	-41%	-$764	﹤0.01%	572
2023 Q4	$1.85K	Buy	59 +2	+4%	+$58	﹤0.01%	546
2023 Q3	$1.63K	Buy	+57	New	+$1.7K	﹤0.01%	559

Other funds holding NUMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DHJJ Financial Advisors's NUMV Position: Q1 2026 in Review

DHJJ Financial Advisors held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q1 2026 at 35 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

DHJJ Financial Advisors first reported a position in NUMV in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.85K in Q4 2023. 132 funds tracked by Wall St. Rank hold NUMV as of Q1 2026.

DHJJ Financial Advisors held 35 shares of Nuveen ESG Mid-Cap Value ETF worth $1.37K as of Q1 2026.
DHJJ Financial Advisors 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 DHJJ Financial Advisors's portfolio in Q1 2026, its #782 holding.
DHJJ Financial Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Nuveen ESG Mid-Cap Value ETF position peaked at $1.85K in Q4 2023.
132 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.