Empirical Wealth Management’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.6M	Sell	266,948 -343	-0.1%	-$14.3K	0.17%	98
2026 Q1	$10.4M	Sell	267,291 -4,571	-2%	-$183K	0.18%	98
2025 Q4	$10.6M	Buy	271,862 +8,046	+3%	+$313K	0.19%	91
2025 Q3	$10.2M	Buy	263,816 +7,706	+3%	+$289K	0.21%	94
2025 Q2	$9.23M	Sell	256,110 -593	-0.2%	-$20.3K	0.21%	94
2025 Q1	$8.78M	Buy	256,703 +3,417	+1%	+$120K	0.23%	91
2024 Q4	$8.82M	Sell	253,286 -5,981	-2%	-$219K	0.24%	84
2024 Q3	$9.55M	Sell	259,267 -7,013	-3%	-$244K	0.27%	83
2024 Q2	$8.8M	Sell	266,280 -11,236	-4%	-$373K	0.27%	77
2024 Q1	$9.49M	Buy	277,516 +9,330	+3%	+$297K	0.29%	74
2023 Q4	$8.46M	Buy	268,186 +24,479	+10%	+$708K	0.29%	70
2023 Q3	$6.93M	Buy	243,707 +10,956	+5%	+$327K	0.27%	77
2023 Q2	$6.9M	Buy	232,751 +29,405	+14%	+$837K	0.28%	73
2023 Q1	$5.84M	Buy	203,346 +14,521	+8%	+$441K	0.25%	75
2022 Q4	$5.62M	Buy	188,825 +15,093	+9%	+$465K	0.26%	76
2022 Q3	$4.93M	Buy	173,732 +18,982	+12%	+$608K	0.26%	76
2022 Q2	$4.74M	Sell	154,750 -17,267	-10%	-$581K	0.25%	77
2022 Q1	$6.19M	Buy	172,017 +32,542	+23%	+$1.16M	0.31%	57
2021 Q4	$5.15M	Buy	139,475 +16,051	+13%	+$610K	0.26%	70
2021 Q3	$4.48M	Buy	123,424 +26,166	+27%	+$962K	0.26%	69
2021 Q2	$3.53M	Buy	97,258 +13,091	+16%	+$475K	0.21%	77
2021 Q1	$2.9M	Buy	84,167 +8,529	+11%	+$278K	0.23%	72
2020 Q4	$2.27M	Buy	75,638 +13,312	+21%	+$376K	0.17%	81
2020 Q3	$1.59M	Buy	62,326 +15,917	+34%	+$404K	0.14%	103
2020 Q2	$1.11M	Buy	46,409 +17,386	+60%	+$395K	0.1%	120
2020 Q1	$586K	Buy	29,023 +17,727	+157%	+$478K	0.06%	158
2019 Q4	$341K	Buy	+11,296	New	+$337K	0.04%	238

Other funds holding NUMV