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Financial Avengers’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Financial Avengers’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
2023
Q2 		– Sell
-40
Closed -$1.15K – 173
2023
Q1 		$1.15K Hold
40
– – ﹤0.01% 149
2022
Q4 		$1.19K Buy
+40
New +$1.23K ﹤0.01% 149

Other funds holding NUMV

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Avengers's NUMV Position: Q2 2023 in Review

Financial Avengers sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q2 2023, closing a stake of 40 shares — an estimated $1.15K sold.

Financial Avengers first reported a position in NUMV in Q4 2022 and held it in 2 quarters. The position peaked at $1.19K in Q4 2022. 105 funds tracked by Wall St. Rank hold NUMV as of Q2 2023.

  • Financial Avengers reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Avengers sold 40 Nuveen ESG Mid-Cap Value ETF shares in Q2 2023, an estimated $1.15K.
  • Financial Avengers first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2022 and held it in 2 quarters.
  • Financial Avengers's Nuveen ESG Mid-Cap Value ETF position peaked at $1.19K in Q4 2022.
  • 105 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2023.

Based on Financial Avengers's 13F filing for Q2 2023, filed 7 Aug 2023.