EP Wealth Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

EP Wealth Advisors’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
2026 Q2	$155K	Buy	+3,299	New	+$148K	﹤0.01%	1584
2025 Q2	$109K	Buy	+2,242	New	+$101K	﹤0.01%	1371
2024 Q1	–	Sell	-10,354	Closed	-$438K	–	859
2023 Q4	$438K	Buy	10,354 +6,095	+143%	+$232K	0.01%	515
2023 Q3	$156K	Buy	+4,259	New	+$165K	﹤0.01%	692
2023 Q2	–	Sell	-46,150	Closed	-$1.57M	–	708
2023 Q1	$1.57M	Buy	+46,150	New	+$1.74M	0.03%	245
2022 Q4	–	Sell	-16,389	Closed	-$540K	–	637
2022 Q3	$540K	Buy	16,389 +1,618	+11%	+$59.7K	0.01%	275
2022 Q2	$507K	Buy	14,771 +627	+4%	+$23.6K	0.01%	366
2022 Q1	$620K	Buy	14,144 +3,122	+28%	+$135K	0.01%	337
2021 Q4	$542K	Buy	11,022 +1,091	+11%	+$60.3K	0.01%	340
2021 Q3	$540K	Buy	9,931 +491	+5%	+$27.5K	0.01%	318
2021 Q2	$516K	Buy	9,440 +2,125	+29%	+$111K	0.01%	333
2021 Q1	$366K	Buy	+7,315	New	+$367K	0.01%	370

Other funds holding NUMG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

EP Wealth Advisors's NUMG Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2026: 3,299 shares worth $155K. The stake represents ﹤0.01% of the portfolio and ranks #1584 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in NUMG as recently as Q2 2025.

EP Wealth Advisors first reported a position in NUMG in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.57M in Q1 2023. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

EP Wealth Advisors held 3,299 shares of Nuveen ESG Mid-Cap Growth ETF worth $155K as of Q2 2026.
Nuveen ESG Mid-Cap Growth ETF was a new EP Wealth Advisors position in Q2 2026.
Nuveen ESG Mid-Cap Growth ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1584 holding.
EP Wealth Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2021 and has held it in 12 quarters since.
EP Wealth Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $1.57M in Q1 2023.
134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.