EWM
Empirical Wealth Management’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.23M | Sell |
256,110
-593
| -0.2% | -$21.4K | 0.21% | 94 |
|
|
2025
Q1 | $8.78M | Buy |
256,703
+3,417
| +1% | +$117K | 0.23% | 91 |
|
|
2024
Q4 | $8.82M | Sell |
253,286
-5,981
| -2% | -$208K | 0.24% | 83 |
|
|
2024
Q3 | $9.55M | Sell |
259,267
-7,013
| -3% | -$258K | 0.27% | 83 |
|
|
2024
Q2 | $8.8M | Sell |
266,280
-11,236
| -4% | -$371K | 0.26% | 76 |
|
|
2024
Q1 | $9.49M | Buy |
277,516
+9,330
| +3% | +$319K | 0.29% | 73 |
|
|
2023
Q4 | $8.46M | Buy |
268,186
+24,479
| +10% | +$772K | 0.28% | 69 |
|
|
2023
Q3 | $6.93M | Buy |
243,707
+10,956
| +5% | +$311K | 0.27% | 76 |
|
|
2023
Q2 | $6.9M | Buy |
232,751
+29,405
| +14% | +$871K | 0.28% | 72 |
|
|
2023
Q1 | $5.84M | Buy |
203,346
+14,521
| +8% | +$417K | 0.25% | 75 |
|
|
2022
Q4 | $5.62M | Buy |
188,825
+15,093
| +9% | +$449K | 0.26% | 76 |
|
|
2022
Q3 | $4.93M | Buy |
173,732
+18,982
| +12% | +$539K | 0.26% | 76 |
|
|
2022
Q2 | $4.74M | Sell |
154,750
-17,267
| -10% | -$529K | 0.25% | 77 |
|
|
2022
Q1 | $6.19M | Buy |
172,017
+32,542
| +23% | +$1.17M | 0.31% | 57 |
|
|
2021
Q4 | $5.15M | Buy |
139,475
+16,051
| +13% | +$593K | 0.26% | 70 |
|
|
2021
Q3 | $4.48M | Buy |
123,424
+26,166
| +27% | +$950K | 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% | +$294K | 0.23% | 71 |
|
|
2020
Q4 | $2.28M | Buy |
75,638
+13,312
| +21% | +$400K | 0.17% | 81 |
|
|
2020
Q3 | $1.59M | Buy |
62,326
+15,917
| +34% | +$406K | 0.14% | 103 |
|
|
2020
Q2 | $1.11M | Buy |
46,409
+17,386
| +60% | +$417K | 0.1% | 119 |
|
|
2020
Q1 | $586K | Buy |
29,023
+17,727
| +157% | +$358K | 0.06% | 155 |
|
|
2019
Q4 | $341K | Buy |
+11,296
| New | +$341K | 0.04% | 235 |
|