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Evergreen Capital Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Evergreen Capital Management’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 		– Sell
-7,295
Closed -$300K – 1630
2026
Q1 		$300K Buy
7,295
+45
+0.6% +$2K 0.01% 1123
2025
Q4 		$346K Buy
7,250
+145
+2% +$6.95K 0.01% 956
2025
Q3 		$346K Sell
7,105
-60
-0.8% -$2.91K 0.01% 875
2025
Q2 		$347K Buy
+7,165
New +$322K 0.01% 736

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Evergreen Capital Management's NUMG Position: Q2 2026 in Review

Evergreen Capital Management sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2026, closing a stake of 7,295 shares — an estimated $300K sold.

Evergreen Capital Management first reported a position in NUMG in Q2 2025 and held it in 4 quarters. The position peaked at $347K in Q2 2025. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • Evergreen Capital Management reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 7,295 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $300K.
  • Evergreen Capital Management first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2025 and held it in 4 quarters.
  • Evergreen Capital Management's Nuveen ESG Mid-Cap Growth ETF position peaked at $347K in Q2 2025.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.