FFA
NUMV icon

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
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return