FWM
NUMV icon

Fingerlakes Wealth Management’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Fingerlakes Wealth Management’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
2026
Q2 		$832K Buy
19,135
+1
+0% +$42 0.45% 47
2026
Q1 		$742K Buy
19,134
+167
+0.9% +$6.7K 0.49% 48
2025
Q4 		$742K Buy
18,967
+371
+2% +$14.4K 0.47% 48
2025
Q3 		$719K Buy
18,596
+158
+0.9% +$5.92K 0.47% 47
2025
Q2 		$665K Buy
18,438
+300
+2% +$10.3K 0.5% 47
2025
Q1 		$621K Buy
18,138
+325
+2% +$11.4K 0.53% 46
2024
Q4 		$620K Sell
17,813
-1,128
-6% -$41.3K 0.5% 48
2024
Q3 		$698K Sell
18,941
-32
-0.2% -$1.11K 0.58% 42
2024
Q2 		$627K Buy
18,973
+210
+1% +$6.97K 0.56% 45
2024
Q1 		$642K Buy
18,763
+1,546
+9% +$49.2K 0.62% 44
2023
Q4 		$543K Sell
17,217
-494
-3% -$14.3K 0.58% 48
2023
Q3 		$504K Buy
17,711
+798
+5% +$23.8K 0.62% 47
2023
Q2 		$501K Buy
16,913
+1,327
+9% +$37.8K 0.57% 48
2023
Q1 		$447K Buy
15,586
+3,210
+26% +$97.4K 0.56% 50
2022
Q4 		$368K Buy
12,376
+1,862
+18% +$57.3K 0.51% 63
2022
Q3 		$298K Buy
10,514
+1,640
+18% +$52.6K 0.43% 69
2022
Q2 		$272K Buy
8,874
+2,651
+43% +$89.2K 0.37% 73
2022
Q1 		$224K Buy
6,223
+679
+12% +$24.3K 0.26% 90
2021
Q4 		$204K Buy
+5,544
New +$211K 0.23% 91

Other funds holding NUMV

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Fingerlakes Wealth Management increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 0.01% in Q2 2026, buying an estimated $42 and bringing the position to 19,135 shares worth $832K. The position accounts for 0.45% of the portfolio, ranked #47.

Fingerlakes Wealth Management first reported a position in NUMV in Q4 2021 and has held it in 19 quarters since. 28 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • Fingerlakes Wealth Management held 19,135 shares of Nuveen ESG Mid-Cap Value ETF worth $832K as of Q2 2026.
  • Fingerlakes Wealth Management bought 1 Nuveen ESG Mid-Cap Value ETF share in Q2 2026, an estimated $42.
  • Nuveen ESG Mid-Cap Value ETF made up 0.45% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Fingerlakes Wealth Management first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 28 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

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