Focus Partners Wealth’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Focus Partners Wealth’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
2026 Q2	$307K	Sell	6,547 -488	-7%	-$21.9K	﹤0.01%	2251
2026 Q1	$289K	Hold	7,035	–	–	﹤0.01%	2214
2025 Q4	$336K	Sell	7,035 -33	-0.5%	-$1.58K	﹤0.01%	2167
2025 Q3	$344K	Sell	7,068 -81	-1%	-$3.93K	﹤0.01%	1782
2025 Q2	$346K	Buy	7,149 +602	+9%	+$27K	﹤0.01%	1606
2025 Q1	$281K	Buy	6,547 +509	+8%	+$23.8K	﹤0.01%	1611
2024 Q4	$286K	Buy	6,038 +1	+0%	+$48	﹤0.01%	1576
2024 Q3	$271K	Buy	+6,037	New	+$256K	﹤0.01%	1362

Other funds holding NUMG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Focus Partners Wealth's NUMG Position: Q2 2026 in Review

Focus Partners Wealth reduced its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 6.9% in Q2 2026, selling an estimated $21.9K and leaving 6,547 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #2251.

Focus Partners Wealth first reported a position in NUMG in Q3 2024 and has held it in 8 quarters since. The position peaked at $346K in Q2 2025. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

Focus Partners Wealth held 6,547 shares of Nuveen ESG Mid-Cap Growth ETF worth $307K as of Q2 2026.
Focus Partners Wealth sold 488 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $21.9K.
Nuveen ESG Mid-Cap Growth ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2251 holding.
Focus Partners Wealth first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's Nuveen ESG Mid-Cap Growth ETF position peaked at $346K in Q2 2025.
134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.