EWA
ERTS Wealth Advisors’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 | – | Sell |
-6,800
| Closed | -$233K | – | 70 |
|
|
2025
Q1 | $233K | Buy |
+6,800
| New | +$233K | 0.05% | 76 |
|
|
2022
Q2 | – | Sell |
-5,992
| Closed | -$216K | – | 96 |
|
|
2022
Q1 | $216K | Buy |
+5,992
| New | +$216K | 0.06% | 86 |
|
|
2021
Q4 | – | Sell |
-9,891
| Closed | -$244K | – | 90 |
|
|
2021
Q3 | $244K | Buy |
9,891
+3,198
| +48% | +$78.9K | 0.06% | 74 |
|
|
2021
Q2 | $243K | Sell |
6,693
-423
| -6% | -$15.4K | 0.07% | 78 |
|
|
2021
Q1 | $245K | Buy |
+7,116
| New | +$245K | 0.07% | 76 |
|