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 New York $1.89T AUM 35.08% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

TCIIS

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Evergreen Private Wealth sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q1 2026, closing a stake of 8,407 shares — an estimated $329K sold.

Evergreen Private Wealth first reported a position in NUMV in Q4 2023 and held it in 9 quarters. The position peaked at $426K in Q3 2024. 133 funds tracked by Wall St. Rank hold NUMV as of Q1 2026.

Evergreen Private Wealth reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Evergreen Private Wealth sold 8,407 Nuveen ESG Mid-Cap Value ETF shares in Q1 2026, an estimated $329K.
Evergreen Private Wealth first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2023 and held it in 9 quarters.
Evergreen Private Wealth's Nuveen ESG Mid-Cap Value ETF position peaked at $426K in Q3 2024.
133 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2026.

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