FWM
NUMG icon

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

Fingerlakes 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 		$508K Buy
10,810
+581
+6% +$26.1K 0.27% 66
2026
Q1 		$420K Buy
10,229
+1,292
+14% +$57.5K 0.28% 70
2025
Q4 		$427K Buy
8,937
+67
+0.8% +$3.21K 0.27% 67
2025
Q3 		$432K Buy
8,870
+113
+1% +$5.48K 0.28% 65
2025
Q2 		$424K Buy
8,757
+1,414
+19% +$63.5K 0.32% 63
2025
Q1 		$315K Buy
7,343
+110
+2% +$5.14K 0.27% 72
2024
Q4 		$343K Sell
7,233
-29
-0.4% -$1.38K 0.28% 69
2024
Q3 		$325K Buy
7,262
+391
+6% +$16.6K 0.27% 71
2024
Q2 		$287K Buy
6,871
+39
+0.6% +$1.65K 0.26% 74
2024
Q1 		$304K Buy
6,832
+220
+3% +$9.43K 0.29% 70
2023
Q4 		$280K Sell
6,612
-107
-2% -$4.07K 0.3% 73
2023
Q3 		$246K Sell
6,719
-45
-0.7% -$1.74K 0.3% 75
2023
Q2 		$264K Buy
6,764
+2
+0% +$74 0.3% 78
2023
Q1 		$258K Buy
6,762
+237
+4% +$8.93K 0.32% 79
2022
Q4 		$230K Buy
6,525
+63
+1% +$2.19K 0.32% 81
2022
Q3 		$213K Buy
6,462
+331
+5% +$12.2K 0.31% 80
2022
Q2 		$210K Buy
6,131
+560
+10% +$21.1K 0.29% 86
2022
Q1 		$244K Buy
5,571
+733
+15% +$31.6K 0.29% 86
2021
Q4 		$236K Buy
+4,838
New +$267K 0.27% 86

Other funds holding NUMG

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MFA
McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 1-Year Est. Return

Fingerlakes Wealth Management's NUMG Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 5.7% in Q2 2026, buying an estimated $26.1K and bringing the position to 10,810 shares worth $508K. The position accounts for 0.27% of the portfolio, ranked #66.

Fingerlakes Wealth Management first reported a position in NUMG in Q4 2021 and has held it in 19 quarters since. 31 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • Fingerlakes Wealth Management held 10,810 shares of Nuveen ESG Mid-Cap Growth ETF worth $508K as of Q2 2026.
  • Fingerlakes Wealth Management bought 581 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $26.1K.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.27% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Fingerlakes Wealth Management first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 31 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.