Global Retirement Partners’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Global Retirement Partners’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	$892	Buy	+19	New	+$852	﹤0.01%	4206
2025 Q4	$2.05K	Hold	43	–	–	﹤0.01%	3720
2025 Q3	$2.09K	Hold	43	–	–	﹤0.01%	3316
2025 Q2	$2.08K	Buy	+43	New	+$1.93K	﹤0.01%	3229
2024 Q4	$4.31K	Buy	91 +21	+30%	+$1K	﹤0.01%	2751
2024 Q3	$3.14K	Buy	70 +34	+94%	+$1.44K	﹤0.01%	2769
2024 Q2	$1.5K	Buy	36 +7	+24%	+$297	﹤0.01%	3063
2024 Q1	$1.29K	Hold	29	–	–	﹤0.01%	2899
2023 Q4	$1.2K	Hold	29	–	–	﹤0.01%	2842
2023 Q3	$1.05K	Hold	29	–	–	﹤0.01%	2757
2023 Q2	$1.13K	Hold	29	–	–	﹤0.01%	2745
2023 Q1	$1.04K	Sell	29 -41	-59%	-$1.54K	﹤0.01%	2720
2022 Q4	$2.46K	Hold	70	–	–	﹤0.01%	2283
2022 Q3	$2K	Hold	70	–	–	﹤0.01%	2276
2022 Q2	$2K	Hold	70	–	–	﹤0.01%	2234
2022 Q1	$2K	Buy	+70	New	+$3.02K	﹤0.01%	2219
2020 Q2	–	Sell	-937	Closed	-$27K	–	1692
2020 Q1	$27K	Hold	937	–	–	0.01%	721
2019 Q4	$33K	Hold	937	–	–	0.01%	767
2019 Q3	$31K	Buy	+937	New	+$31.1K	0.01%	747
2018 Q4	–	Sell	-1,355	Closed	-$46K	–	1525
2018 Q3	$46K	Buy	1,355 +827	+157%	+$27.4K	0.01%	585
2018 Q2	$17K	Hold	528	–	–	﹤0.01%	850
2018 Q1	$16K	Buy	+528	New	+$15.9K	﹤0.01%	829

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

Global Retirement Partners's NUMG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2026: 19 shares worth $892. The stake represents ﹤0.01% of the portfolio and ranks #4206 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NUMG as recently as Q4 2025.

Global Retirement Partners first reported a position in NUMG in Q1 2018 and has held it in 22 quarters since. The position peaked at $46K in Q3 2018. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

Global Retirement Partners held 19 shares of Nuveen ESG Mid-Cap Growth ETF worth $892 as of Q2 2026.
Nuveen ESG Mid-Cap Growth ETF was a new Global Retirement Partners position in Q2 2026.
Nuveen ESG Mid-Cap Growth ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4206 holding.
Global Retirement Partners first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2018 and has held it in 22 quarters since.
Global Retirement Partners's Nuveen ESG Mid-Cap Growth ETF position peaked at $46K in Q3 2018.
134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.