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Financial Advocates Investment Management’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Financial Advocates Investment Management’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
2022
Q1 		– Sell
-85,577
Closed -$3.16M – 787
2021
Q4 		$3.16M Buy
+85,577
New +$3.25M 0.2% 122

Other funds holding NUMV

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return

Financial Advocates Investment Management's NUMV Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q1 2022, closing a stake of 85,577 shares — an estimated $3.16M sold.

Financial Advocates Investment Management first reported a position in NUMV in Q4 2021 and held it in 1 quarter. The position peaked at $3.16M in Q4 2021. 98 funds tracked by Wall St. Rank hold NUMV as of Q1 2022.

  • Financial Advocates Investment Management reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 85,577 Nuveen ESG Mid-Cap Value ETF shares in Q1 2022, an estimated $3.16M.
  • Financial Advocates Investment Management first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Financial Advocates Investment Management's Nuveen ESG Mid-Cap Value ETF position peaked at $3.16M in Q4 2021.
  • 98 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.