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

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-1,256	Closed	-$30K	–	592
2020 Q2	$30K	Hold	1,256	–	–	0.01%	485
2020 Q1	$25K	Buy	1,256 +569	+83%	+$15.3K	0.01%	471
2019 Q4	$21K	Hold	687	–	–	﹤0.01%	570
2019 Q3	$20K	Hold	687	–	–	﹤0.01%	596
2019 Q2	$20K	Buy	687 +362	+111%	+$10.1K	﹤0.01%	715
2019 Q1	$9K	Hold	325	–	–	﹤0.01%	1114
2018 Q4	$8K	Hold	325	–	–	﹤0.01%	1044
2018 Q3	$9K	Hold	325	–	–	﹤0.01%	1138
2018 Q2	$9K	Buy	+325	New	+$9.08K	﹤0.01%	1019

Other funds holding NUMV

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

Financial Architects (New Jersey) sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q3 2020, closing a stake of 1,256 shares — an estimated $30K sold.

Financial Architects (New Jersey) first reported a position in NUMV in Q2 2018 and held it in 9 quarters. The position peaked at $30K in Q2 2020. 39 funds tracked by Wall St. Rank hold NUMV as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,256 Nuveen ESG Mid-Cap Value ETF shares in Q3 2020, an estimated $30K.
Financial Architects (New Jersey) first reported a position in Nuveen ESG Mid-Cap Value ETF in Q2 2018 and held it in 9 quarters.
Financial Architects (New Jersey)'s Nuveen ESG Mid-Cap Value ETF position peaked at $30K in Q2 2020.
39 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2020.

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