GRP
NUMV icon

Global Retirement Partners’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Global Retirement Partners’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
Q2 		$1.17K Buy
+27
New +$1.13K ﹤0.01% 4162
2025
Q4 		$7.58K Hold
194
– – ﹤0.01% 3268
2025
Q3 		$7.51K Hold
194
– – ﹤0.01% 2810
2025
Q2 		$6.99K Buy
+194
New +$6.63K ﹤0.01% 2762
2024
Q4 		$8.15K Buy
234
+69
+42% +$2.53K ﹤0.01% 2473
2024
Q3 		$6.08K Buy
165
+107
+184% +$3.73K ﹤0.01% 2479
2024
Q2 		$1.92K Buy
58
+8
+16% +$265 ﹤0.01% 2983
2024
Q1 		$1.71K Hold
50
– – ﹤0.01% 2805
2023
Q4 		$1.53K Sell
50
-16
-24% -$463 ﹤0.01% 2768
2023
Q3 		$1.83K Hold
66
– – ﹤0.01% 2571
2023
Q2 		$1.96K Sell
66
-1,270
-95% -$36.2K ﹤0.01% 2559
2023
Q1 		$37.7K Sell
1,336
-100
-7% -$3.04K ﹤0.01% 1357
2022
Q4 		$42.7K Buy
1,436
+1,152
+406% +$35.5K ﹤0.01% 1154
2022
Q3 		$9K Hold
284
– – ﹤0.01% 1730
2022
Q2 		$9K Buy
284
+52
+22% +$1.75K ﹤0.01% 1688
2022
Q1 		$8K Buy
232
+61
+36% +$2.18K ﹤0.01% 1720
2021
Q4 		$6K Buy
171
+106
+163% +$4.03K ﹤0.01% 180
2021
Q3 		$2K Hold
65
– – ﹤0.01% 1842
2021
Q2 		$2K Buy
+65
New +$2.36K ﹤0.01% 1740
2020
Q3 		– Sell
-440
Closed -$11K – 1689
2020
Q2 		$11K Sell
440
-841
-66% -$19.1K ﹤0.01% 1088
2020
Q1 		$26K Buy
1,281
+364
+40% +$9.81K ﹤0.01% 729
2019
Q4 		$28K Hold
917
– – ﹤0.01% 822
2019
Q3 		$27K Buy
+917
New +$26K ﹤0.01% 795
2018
Q4 		– Sell
-1,741
Closed -$50K – 1526
2018
Q3 		$50K Buy
1,741
+973
+127% +$27.9K 0.01% 568
2018
Q2 		$22K Hold
768
– – 0.01% 768
2018
Q1 		$21K Buy
+768
New +$21.8K 0.01% 749

Other funds holding NUMV

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

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

Global Retirement Partners opened a new position in Nuveen ESG Mid-Cap Value ETF (NUMV) in Q2 2026: 27 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #4162 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NUMV as recently as Q4 2025.

Global Retirement Partners first reported a position in NUMV in Q1 2018 and has held it in 26 quarters since. The position peaked at $50K in Q3 2018. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • Global Retirement Partners held 27 shares of Nuveen ESG Mid-Cap Value ETF worth $1.17K as of Q2 2026.
  • Nuveen ESG Mid-Cap Value ETF was a new Global Retirement Partners position in Q2 2026.
  • Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4162 holding.
  • Global Retirement Partners first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2018 and has held it in 26 quarters since.
  • Global Retirement Partners's Nuveen ESG Mid-Cap Value ETF position peaked at $50K in Q3 2018.
  • 130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

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