First Foundation Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

First Foundation Advisors’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
2024 Q3	–	Sell	-6,538	Closed	-$216K	–	419
2024 Q2	$216K	Sell	6,538 -998	-13%	-$33.1K	0.01%	317
2024 Q1	$258K	Sell	7,536 -2,551	-25%	-$81.2K	0.01%	303
2023 Q4	$318K	Buy	10,087 +816	+9%	+$23.6K	0.01%	286
2023 Q3	$264K	Buy	9,271 +565	+6%	+$16.9K	0.01%	340
2023 Q2	$258K	Buy	8,706 +407	+5%	+$11.6K	0.01%	345
2023 Q1	$238K	Hold	8,299	–	–	0.01%	336
2022 Q4	$247K	Buy	+8,299	New	+$256K	0.01%	337

Other funds holding NUMV

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

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

First Foundation Advisors sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q3 2024, closing a stake of 6,538 shares — an estimated $216K sold.

First Foundation Advisors first reported a position in NUMV in Q4 2022 and held it in 7 quarters. The position peaked at $318K in Q4 2023. 116 funds tracked by Wall St. Rank hold NUMV as of Q3 2024.

First Foundation Advisors reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
First Foundation Advisors sold 6,538 Nuveen ESG Mid-Cap Value ETF shares in Q3 2024, an estimated $216K.
First Foundation Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2022 and held it in 7 quarters.
First Foundation Advisors's Nuveen ESG Mid-Cap Value ETF position peaked at $318K in Q4 2023.
116 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2024.

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