Fidelity Investments
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Fidelity Investments’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Fidelity Investments’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 		$61.9K Buy
1,424
+129
+10% +$5.39K ﹤0.01% 4222
2026
Q1 		$50.2K Buy
1,295
+309
+31% +$12.4K ﹤0.01% 4133
2025
Q4 		$38.5K Sell
986
-369
-27% -$14.3K ﹤0.01% 4214
2025
Q3 		$52.4K Sell
1,355
-18
-1% -$675 ﹤0.01% 3951
2025
Q2 		$49.5K Buy
1,373
+205
+18% +$7.01K ﹤0.01% 3912
2025
Q1 		$40K Sell
1,168
-1
-0.1% -$35 ﹤0.01% 3951
2024
Q4 		$40.7K Buy
1,169
+507
+77% +$18.6K ﹤0.01% 3940
2024
Q3 		$24.4K Buy
662
+244
+58% +$8.5K ﹤0.01% 4093
2024
Q2 		$13.8K Buy
418
+39
+10% +$1.29K ﹤0.01% 4208
2024
Q1 		$13K Sell
379
-166
-30% -$5.28K ﹤0.01% 4181
2023
Q4 		$17.2K Buy
545
+22
+4% +$636 ﹤0.01% 4019
2023
Q3 		$14.9K Sell
523
-27
-5% -$806 ﹤0.01% 3955
2023
Q2 		$16.3K Sell
550
-149
-21% -$4.24K ﹤0.01% 3953
2023
Q1 		$20.1K Buy
699
+5
+0.7% +$152 ﹤0.01% 3845
2022
Q4 		$20.6K Hold
694
– – ﹤0.01% 3768
2022
Q3 		$20K Hold
694
– – ﹤0.01% 3855
2022
Q2 		$21K Buy
694
+506
+269% +$17K ﹤0.01% 3864
2022
Q1 		$7K Buy
188
+173
+1,153% +$6.18K ﹤0.01% 4344
2021
Q4 		$1K Buy
+15
New +$570 ﹤0.01% 4172

Other funds holding NUMV

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments's NUMV Position: Q2 2026 in Review

Fidelity Investments increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 10% in Q2 2026, buying an estimated $5.39K and bringing the position to 1,424 shares worth $61.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4222.

Fidelity Investments first reported a position in NUMV in Q4 2021 and has held it in 19 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • Fidelity Investments held 1,424 shares of Nuveen ESG Mid-Cap Value ETF worth $61.9K as of Q2 2026.
  • Fidelity Investments bought 129 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $5.39K.
  • Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4222 holding.
  • Fidelity Investments first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.