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 $501B AUM 22.01% 1-Year Est. Return

WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return