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

ERTS 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
2025 Q2	–	Sell	-5,310	Closed	-$228K	–	69
2025 Q1	$228K	Buy	5,310 +16	+0.3%	+$747	0.04%	77
2024 Q4	$251K	Sell	5,294 -97	-2%	-$4.63K	0.05%	80
2024 Q3	$242K	Sell	5,391 -49	-0.9%	-$2.08K	0.05%	84
2024 Q2	$227K	Buy	5,440 +52	+1%	+$2.21K	0.05%	83
2024 Q1	$240K	Buy	5,388 +3	+0.1%	+$129	0.05%	84
2023 Q4	$228K	Buy	+5,385	New	+$205K	0.05%	83
2023 Q3	–	Sell	-5,207	Closed	-$203K	–	90
2023 Q2	$203K	Buy	+5,207	New	+$193K	0.05%	88
2021 Q4	–	Sell	-3,682	Closed	-$200K	–	89
2021 Q3	$200K	Sell	3,682 -971	-21%	-$54.3K	0.05%	84
2021 Q2	$254K	Sell	4,653 -24	-0.5%	-$1.25K	0.07%	75
2021 Q1	$234K	Buy	+4,677	New	+$235K	0.07%	79

Other funds holding NUMG

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

ERTS Wealth Advisors's NUMG Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2025, closing a stake of 5,310 shares — an estimated $228K sold.

ERTS Wealth Advisors first reported a position in NUMG in Q1 2021 and held it in 10 quarters. The position peaked at $254K in Q2 2021. 130 funds tracked by Wall St. Rank hold NUMG as of Q2 2025.

ERTS Wealth Advisors reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
ERTS Wealth Advisors sold 5,310 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2025, an estimated $228K.
ERTS Wealth Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2021 and held it in 10 quarters.
ERTS Wealth Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $254K in Q2 2021.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.