Golden State Equity Partners’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Golden State Equity 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
2024 Q4	–	Sell	-1,606	Closed	-$59.2K	–	725
2024 Q3	$59.2K	Buy	+1,606	New	+$56K	0.01%	520

Other funds holding NUMV

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

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

EWM

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

Golden State Equity Partners's NUMV Position: Q4 2024 in Review

Golden State Equity Partners sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q4 2024, closing a stake of 1,606 shares — an estimated $59.2K sold.

Golden State Equity Partners first reported a position in NUMV in Q3 2024 and held it in 1 quarter. The position peaked at $59.2K in Q3 2024. 126 funds tracked by Wall St. Rank hold NUMV as of Q4 2024.

Golden State Equity Partners reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Golden State Equity Partners sold 1,606 Nuveen ESG Mid-Cap Value ETF shares in Q4 2024, an estimated $59.2K.
Golden State Equity Partners first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2024 and held it in 1 quarter.
Golden State Equity Partners's Nuveen ESG Mid-Cap Value ETF position peaked at $59.2K in Q3 2024.
126 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.