EP Wealth Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $438K | Buy |
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|
2023
Q3 | $156K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.57M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $540K | Buy |
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|
2022
Q2 | $507K | Buy |
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|
2022
Q1 | $620K | Buy |
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|
2021
Q4 | $542K | Buy |
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|
2021
Q3 | $540K | Buy |
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|
2021
Q2 | $516K | Buy |
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|
2021
Q1 | $366K | Buy |
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