EverSource Wealth Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

EverSource Wealth Advisors’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 Q2	$2.96K	Hold	68	–	–	﹤0.01%	3546
2026 Q1	$2.64K	Hold	68	–	–	﹤0.01%	3545
2025 Q4	$2.66K	Hold	68	–	–	﹤0.01%	3395
2025 Q3	$2.63K	Hold	68	–	–	﹤0.01%	3426
2025 Q2	$2.45K	Hold	68	–	–	﹤0.01%	3441
2025 Q1	$2.33K	Sell	68 -151	-69%	-$5.3K	﹤0.01%	2854
2024 Q4	$7.62K	Buy	+219	New	+$8.03K	﹤0.01%	2143

Other funds holding NUMV

AWP

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

EverSource Wealth Advisors held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q2 2026 at 68 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #3546.

EverSource Wealth Advisors first reported a position in NUMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.62K in Q4 2024. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

EverSource Wealth Advisors held 68 shares of Nuveen ESG Mid-Cap Value ETF worth $2.96K as of Q2 2026.
EverSource Wealth Advisors left its Nuveen ESG Mid-Cap Value ETF share count unchanged in Q2 2026.
Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3546 holding.
EverSource Wealth Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Nuveen ESG Mid-Cap Value ETF position peaked at $7.62K in Q4 2024.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

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