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First Foundation Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

First Foundation Advisors’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
2024
Q3 		– Sell
-5,604
Closed -$234K – 418
2024
Q2 		$234K Sell
5,604
-753
-12% -$31.9K 0.01% 306
2024
Q1 		$283K Sell
6,357
-2,459
-28% -$105K 0.01% 288
2023
Q4 		$373K Sell
8,816
-2,723
-24% -$103K 0.02% 256
2023
Q3 		$423K Buy
11,539
+4,360
+61% +$169K 0.02% 273
2023
Q2 		$280K Buy
7,179
+155
+2% +$5.75K 0.01% 326
2023
Q1 		$269K Sell
7,024
-161
-2% -$6.07K 0.01% 312
2022
Q4 		$253K Buy
+7,185
New +$250K 0.01% 333

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Foundation Advisors's NUMG Position: Q3 2024 in Review

First Foundation Advisors sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q3 2024, closing a stake of 5,604 shares — an estimated $234K sold.

First Foundation Advisors first reported a position in NUMG in Q4 2022 and held it in 7 quarters. The position peaked at $423K in Q3 2023. 123 funds tracked by Wall St. Rank hold NUMG as of Q3 2024.

  • First Foundation Advisors reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • First Foundation Advisors sold 5,604 Nuveen ESG Mid-Cap Growth ETF shares in Q3 2024, an estimated $234K.
  • First Foundation Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2022 and held it in 7 quarters.
  • First Foundation Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $423K in Q3 2023.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.