Financial Network Wealth Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Financial Network Wealth Management’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
2026 Q2	$315K	Sell	6,729 -4	-0.1%	-$179	0.09%	91
2026 Q1	$276K	Buy	6,733 +262	+4%	+$11.7K	0.09%	94
2025 Q4	$308K	Sell	6,471 -83	-1%	-$3.98K	0.09%	92
2025 Q3	$314K	Buy	+6,554	New	+$318K	0.1%	88
2025 Q1	$675K	Sell	15,748 -15,843	-50%	-$740K	0.24%	60
2024 Q4	$1.5M	Buy	31,591 +1,046	+3%	+$49.9K	0.53%	36
2024 Q3	$1.37M	Sell	30,545 -1,501	-5%	-$63.6K	0.49%	41
2024 Q2	$1.34M	Buy	32,046 +195	+0.6%	+$8.27K	0.51%	37
2024 Q1	$1.36M	Buy	31,851 +1,918	+6%	+$82.2K	0.64%	30
2023 Q4	$1.27M	Sell	29,933 -976	-3%	-$37.1K	0.55%	38
2023 Q3	$1.13M	Buy	30,909 +3,126	+11%	+$121K	0.55%	37
2023 Q2	$1.11M	Sell	27,783 -35,667	-56%	-$1.32M	0.51%	40
2023 Q1	$2.43M	Sell	63,450 -64	-0.1%	-$2.41K	1.2%	19
2022 Q4	$2.24M	Sell	63,514 -1,684	-3%	-$58.6K	1.21%	21
2022 Q3	$2.15M	Sell	65,198 -1,948	-3%	-$71.9K	1.34%	18
2022 Q2	$2.31M	Buy	67,146 +21,807	+48%	+$822K	1.38%	17
2022 Q1	$1.99M	Buy	45,339 +8,313	+22%	+$359K	1.04%	19
2021 Q4	$1.82M	Buy	+37,026	New	+$2.05M	0.92%	19

Other funds holding NUMG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Financial Network Wealth Management's NUMG Position: Q2 2026 in Review

Financial Network Wealth Management reduced its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 0.06% in Q2 2026, selling an estimated $179 and leaving 6,729 shares worth $315K. The position accounts for 0.09% of the portfolio, ranked #91.

Financial Network Wealth Management first reported a position in NUMG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.43M in Q1 2023. 133 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

Financial Network Wealth Management held 6,729 shares of Nuveen ESG Mid-Cap Growth ETF worth $315K as of Q2 2026.
Financial Network Wealth Management sold 4 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $179.
Nuveen ESG Mid-Cap Growth ETF made up 0.09% of Financial Network Wealth Management's portfolio in Q2 2026, its #91 holding.
Financial Network Wealth Management first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
Financial Network Wealth Management's Nuveen ESG Mid-Cap Growth ETF position peaked at $2.43M in Q1 2023.
133 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Financial Network Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.