Focus Partners Wealth’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Focus Partners Wealth’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	$322K	Hold	8,306	–	–	﹤0.01%	2151
2025 Q4	$325K	Buy	8,306 +53	+0.6%	+$2.06K	﹤0.01%	2178
2025 Q3	$319K	Hold	8,253	–	–	﹤0.01%	1808
2025 Q2	$298K	Hold	8,253	–	–	﹤0.01%	1686
2025 Q1	$282K	Buy	8,253 +990	+14%	+$34.8K	﹤0.01%	1608
2024 Q4	$253K	Hold	7,263	–	–	﹤0.01%	1626
2024 Q3	$268K	Buy	+7,263	New	+$253K	﹤0.01%	1366

Other funds holding NUMV

Morgan Stanley New York $1.66T AUM 25.57% 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 $26B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Focus Partners Wealth's NUMV Position: Q1 2026 in Review

Focus Partners Wealth held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q1 2026 at 8,306 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #2151.

Focus Partners Wealth first reported a position in NUMV in Q3 2024 and has held it in 7 quarters since. The position peaked at $325K in Q4 2025. 132 funds tracked by Wall St. Rank hold NUMV as of Q1 2026.

Focus Partners Wealth held 8,306 shares of Nuveen ESG Mid-Cap Value ETF worth $322K as of Q1 2026.
Focus Partners Wealth left its Nuveen ESG Mid-Cap Value ETF share count unchanged in Q1 2026.
Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2151 holding.
Focus Partners Wealth first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
Focus Partners Wealth's Nuveen ESG Mid-Cap Value ETF position peaked at $325K in Q4 2025.
132 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.