Evergreen Capital Management
NUMV icon

Evergreen Capital Management’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Evergreen Capital Management’s Portfolio NUMV Stock Details NUMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$519K Sell
12,259
-793
-6% -$35.2K 0.01% 845
2026
Q2 		$568K Buy
13,052
+3,753
+40% +$157K 0.01% 838
2026
Q1 		$361K Buy
9,299
+33
+0.4% +$1.32K 0.01% 993
2025
Q4 		$362K Buy
9,266
+80
+0.9% +$3.11K 0.01% 928
2025
Q3 		$355K Sell
9,186
-60
-0.6% -$2.25K 0.01% 856
2025
Q2 		$333K Sell
9,246
-275
-3% -$9.4K 0.01% 754
2025
Q1 		$326K Buy
9,521
+509
+6% +$17.9K 0.01% 697
2024
Q4 		$314K Buy
9,012
+48
+0.5% +$1.76K 0.01% 712
2024
Q3 		$330K Sell
8,964
-250
-3% -$8.71K 0.01% 666
2024
Q2 		$304K Buy
9,214
+70
+0.8% +$2.32K 0.01% 660
2024
Q1 		$313K Sell
9,144
-690
-7% -$22K 0.01% 612
2023
Q4 		$310K Buy
9,834
+825
+9% +$23.9K 0.01% 579
2023
Q3 		$256K Sell
9,009
-335
-4% -$10K 0.01% 618
2023
Q2 		$277K Sell
9,344
-10
-0.1% -$285 0.01% 597
2023
Q1 		$268K Sell
9,354
-560
-6% -$17K 0.01% 544
2022
Q4 		$295K Buy
9,914
+275
+3% +$8.47K 0.01% 492
2022
Q3 		$274K Buy
9,639
+500
+5% +$16K 0.01% 467
2022
Q2 		$280K Sell
9,139
-2,130
-19% -$71.7K 0.01% 438
2022
Q1 		$406K Buy
11,269
+1,790
+19% +$64K 0.02% 415
2021
Q4 		$350K Buy
9,479
+680
+8% +$25.9K 0.01% 436
2021
Q3 		$319K Buy
8,799
+2,717
+45% +$100K 0.01% 423
2021
Q2 		$221K Buy
+6,082
New +$221K 0.01% 480

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Bank of New York Mellon
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Empirical Wealth Management
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

Evergreen Capital Management's NUMV Position: Q3 2026 in Review

Evergreen Capital Management reduced its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 6.1% in Q3 2026, selling an estimated $35.2K and leaving 12,259 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #845.

Evergreen Capital Management first reported a position in NUMV in Q2 2021 and has held it in 22 quarters since. The position peaked at $568K in Q2 2026. 73 funds tracked by Wall St. Rank hold NUMV as of Q3 2026.

  • Evergreen Capital Management held 12,259 shares of Nuveen ESG Mid-Cap Value ETF worth $519K as of Q3 2026.
  • Evergreen Capital Management sold 793 Nuveen ESG Mid-Cap Value ETF shares in Q3 2026, an estimated $35.2K.
  • Nuveen ESG Mid-Cap Value ETF made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #845 holding.
  • Evergreen Capital Management first reported a position in Nuveen ESG Mid-Cap Value ETF in Q2 2021 and has held it in 22 quarters since.
  • Evergreen Capital Management's Nuveen ESG Mid-Cap Value ETF position peaked at $568K in Q2 2026.
  • 73 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.