FFA
NUMV icon

Farther Finance Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Farther Finance 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 		$947K Buy
21,776
+17,108
+366% +$715K 0.01% 1142
2026
Q1 		$182K Sell
4,668
-908
-16% -$36.4K ﹤0.01% 2081
2025
Q4 		$218K Buy
5,576
+931
+20% +$36.2K ﹤0.01% 1864
2025
Q3 		$180K Buy
4,645
+2,070
+80% +$77.6K ﹤0.01% 1663
2025
Q2 		$92.8K Hold
2,575
– – ﹤0.01% 1793
2025
Q1 		$88.4K Buy
2,575
+575
+29% +$20.2K ﹤0.01% 1608
2024
Q4 		$69.6K Sell
2,000
-750
-27% -$27.5K ﹤0.01% 1484
2024
Q3 		$101K Hold
2,750
– – ﹤0.01% 1295
2024
Q2 		$89.8K Hold
2,750
– – ﹤0.01% 1176
2024
Q1 		$93.5K Buy
2,750
+525
+24% +$16.7K 0.01% 966
2023
Q4 		$70.2K Buy
2,225
+225
+11% +$6.51K 0.01% 915
2023
Q3 		$56.9K Hold
2,000
– – 0.01% 732
2023
Q2 		$59.3K Sell
2,000
-277
-12% -$7.89K 0.01% 615
2023
Q1 		$65.3K Hold
2,277
– – 0.02% 527
2022
Q4 		$67.7K Buy
+2,277
New +$70.1K 0.03% 422

Other funds holding NUMV

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
FWM
Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors's NUMV Position: Q2 2026 in Review

Farther Finance Advisors increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 366% in Q2 2026, buying an estimated $715K and bringing the position to 21,776 shares worth $947K. The position accounts for 0.01% of the portfolio, ranked #1142.

Farther Finance Advisors first reported a position in NUMV in Q4 2022 and has held it in 15 quarters since. 28 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • Farther Finance Advisors held 21,776 shares of Nuveen ESG Mid-Cap Value ETF worth $947K as of Q2 2026.
  • Farther Finance Advisors bought 17,108 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $715K.
  • Nuveen ESG Mid-Cap Value ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1142 holding.
  • Farther Finance Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 28 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.