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Ellevest Inc’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-4
Closed -$165 – 1201
2023
Q1 		$165 Buy
+4
New +$151 ﹤0.01% 1783
2020
Q1 		– Sell
-1,600
Closed -$56K – 1235
2019
Q4 		$56K Buy
+1,600
New +$54.2K 0.02% 168

Other funds holding NUMG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ellevest Inc's NUMG Position: Q2 2023 in Review

Ellevest Inc sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2023, closing a stake of 4 shares — an estimated $165 sold.

Ellevest Inc first reported a position in NUMG in Q4 2019 and held it in 2 quarters. The position peaked at $56K in Q4 2019. 114 funds tracked by Wall St. Rank hold NUMG as of Q2 2023.

  • Ellevest Inc reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 4 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2023, an estimated $165.
  • Ellevest Inc first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2019 and held it in 2 quarters.
  • Ellevest Inc's Nuveen ESG Mid-Cap Growth ETF position peaked at $56K in Q4 2019.
  • 114 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.