EverSource Wealth Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

EverSource Wealth Advisors’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	$2.49K	Hold	53	–	–	﹤0.01%	3637
2026 Q1	$2.18K	Hold	53	–	–	﹤0.01%	3614
2025 Q4	$2.53K	Hold	53	–	–	﹤0.01%	3409
2025 Q3	$2.58K	Hold	53	–	–	﹤0.01%	3439
2025 Q2	$2.57K	Hold	53	–	–	﹤0.01%	3421
2025 Q1	$2.27K	Sell	53 -119	-69%	-$5.56K	﹤0.01%	2867
2024 Q4	$8.15K	Buy	+172	New	+$8.21K	﹤0.01%	2106

Other funds holding NUMG

Morgan Stanley New York $1.89T AUM 35.08% 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

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 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

EverSource Wealth Advisors's NUMG Position: Q2 2026 in Review

EverSource Wealth Advisors held its Nuveen ESG Mid-Cap Growth ETF (NUMG) position steady in Q2 2026 at 53 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #3637.

EverSource Wealth Advisors first reported a position in NUMG in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.15K in Q4 2024. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

EverSource Wealth Advisors held 53 shares of Nuveen ESG Mid-Cap Growth ETF worth $2.49K as of Q2 2026.
EverSource Wealth Advisors left its Nuveen ESG Mid-Cap Growth ETF share count unchanged in Q2 2026.
Nuveen ESG Mid-Cap Growth ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3637 holding.
EverSource Wealth Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $8.15K in Q4 2024.
134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.