FHA
NUMV icon

Flagship Harbor Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Flagship Harbor 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
2026
Q1 		– Sell
-5,463
Closed -$214K – 1679
2025
Q4 		$214K Buy
5,463
+92
+2% +$3.57K 0.01% 643
2025
Q3 		$208K Buy
+5,371
New +$201K 0.01% 765

Other funds holding NUMV

Morgan Stanley
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Flagship Harbor Advisors's NUMV Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q1 2026, closing a stake of 5,463 shares — an estimated $214K sold.

Flagship Harbor Advisors first reported a position in NUMV in Q3 2025 and held it in 2 quarters. The position peaked at $214K in Q4 2025. 133 funds tracked by Wall St. Rank hold NUMV as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 5,463 Nuveen ESG Mid-Cap Value ETF shares in Q1 2026, an estimated $214K.
  • Flagship Harbor Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2025 and held it in 2 quarters.
  • Flagship Harbor Advisors's Nuveen ESG Mid-Cap Value ETF position peaked at $214K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.