EP Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $103K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $430K | Buy |
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|
2023
Q3 | $169K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.5K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $608K | Buy |
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|
2022
Q2 | $613K | Buy |
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|
2022
Q1 | $714K | Buy |
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|
2021
Q4 | $638K | Sell |
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|
2021
Q3 | $949K | Buy |
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|
2021
Q2 | $916K | Sell |
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|
2021
Q1 | $903K | Buy |
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|
2020
Q4 | $516K | Sell |
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|
2020
Q3 | $458K | Sell |
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|
2020
Q2 | $888K | Buy |
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|
2020
Q1 | $641K | Buy |
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|
2019
Q4 | $289K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $255K | Buy |
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