EPW
NUMV icon

Evergreen Private Wealth’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Evergreen Private Wealth’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
Q1 		– Sell
-8,407
Closed -$329K – 93
2025
Q4 		$329K Sell
8,407
-589
-7% -$22.9K 0.13% 54
2025
Q3 		$348K Sell
8,996
-681
-7% -$25.5K 0.14% 54
2025
Q2 		$349K Sell
9,677
-1,899
-16% -$64.9K 0.15% 57
2025
Q1 		$396K Sell
11,576
-7
-0.1% -$246 0.19% 56
2024
Q4 		$403K Buy
11,583
+14
+0.1% +$513 0.19% 58
2024
Q3 		$426K Buy
11,569
+77
+0.7% +$2.68K 0.2% 58
2024
Q2 		$380K Sell
11,492
-22
-0.2% -$730 0.19% 59
2024
Q1 		$394K Buy
11,514
+636
+6% +$20.2K 0.2% 58
2023
Q4 		$343K Buy
+10,878
New +$315K 0.19% 61

Other funds holding NUMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return