Financial Architects (New Jersey)’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-1,902	Closed	-$74K	–	591
2020 Q2	$74K	Hold	1,902	–	–	0.02%	368
2020 Q1	$56K	Hold	1,902	–	–	0.02%	373
2019 Q4	$67K	Buy	1,902 +494	+35%	+$16.7K	0.01%	383
2019 Q3	$46K	Hold	1,408	–	–	0.01%	454
2019 Q2	$47K	Buy	1,408 +630	+81%	+$20.3K	0.01%	529
2019 Q1	$24K	Hold	778	–	–	﹤0.01%	829
2018 Q4	$20K	Buy	778 +475	+157%	+$14.2K	﹤0.01%	801
2018 Q3	$10K	Hold	303	–	–	﹤0.01%	1117
2018 Q2	$9K	Buy	+303	New	+$9.29K	﹤0.01%	1018

Other funds holding NUMG

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Architects (New Jersey)'s NUMG Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q3 2020, closing a stake of 1,902 shares — an estimated $74K sold.

Financial Architects (New Jersey) first reported a position in NUMG in Q2 2018 and held it in 9 quarters. The position peaked at $74K in Q2 2020. 57 funds tracked by Wall St. Rank hold NUMG as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,902 Nuveen ESG Mid-Cap Growth ETF shares in Q3 2020, an estimated $74K.
Financial Architects (New Jersey) first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2018 and held it in 9 quarters.
Financial Architects (New Jersey)'s Nuveen ESG Mid-Cap Growth ETF position peaked at $74K in Q2 2020.
57 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.