Evergreen Private Wealth’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Evergreen Private Wealth’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 Q1	–	Sell	-6,845	Closed	-$327K	–	92
2025 Q4	$327K	Buy	6,845 +79	+1%	+$3.78K	0.13%	55
2025 Q3	$329K	Sell	6,766 -531	-7%	-$25.7K	0.13%	56
2025 Q2	$354K	Sell	7,297 -1,333	-15%	-$59.8K	0.15%	56
2025 Q1	$370K	Sell	8,630 -24	-0.3%	-$1.12K	0.17%	57
2024 Q4	$410K	Buy	8,654 +13	+0.2%	+$620	0.19%	57
2024 Q3	$387K	Buy	8,641 +75	+0.9%	+$3.18K	0.18%	59
2024 Q2	$358K	Sell	8,566 -3	-0%	-$127	0.18%	60
2024 Q1	$381K	Buy	8,569 +329	+4%	+$14.1K	0.19%	59
2023 Q4	$349K	Buy	+8,240	New	+$313K	0.19%	60

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Evergreen Private Wealth's NUMG Position: Q1 2026 in Review

Evergreen Private Wealth sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2026, closing a stake of 6,845 shares — an estimated $327K sold.

Evergreen Private Wealth first reported a position in NUMG in Q4 2023 and held it in 9 quarters. The position peaked at $410K in Q4 2024. 135 funds tracked by Wall St. Rank hold NUMG as of Q1 2026.

Evergreen Private Wealth reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Evergreen Private Wealth sold 6,845 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2026, an estimated $327K.
Evergreen Private Wealth first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2023 and held it in 9 quarters.
Evergreen Private Wealth's Nuveen ESG Mid-Cap Growth ETF position peaked at $410K in Q4 2024.
135 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2026.

Based on Evergreen Private Wealth's 13F filing for Q1 2026, filed 29 Apr 2026.