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Golden State Wealth Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Golden State Wealth Management’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 		$314K Buy
6,682
+410
+7% +$18.4K 0.03% 347
2026
Q1 		$258K Buy
6,272
+8
+0.1% +$356 0.03% 350
2025
Q4 		$299K Buy
6,264
+92
+1% +$4.41K 0.03% 326
2025
Q3 		$300K Sell
6,172
-21
-0.3% -$1.02K 0.03% 315
2025
Q2 		$300K Sell
6,193
-182
-3% -$8.17K 0.04% 302
2025
Q1 		$274K Buy
6,375
+55
+0.9% +$2.57K 0.04% 302
2024
Q4 		$299K Buy
+6,320
New +$301K 0.04% 271
2022
Q1 		$233K Buy
5,309
+137
+3% +$5.91K 0.05% 277
2021
Q4 		$254K Buy
+5,172
New +$286K 0.04% 317
2020
Q2 		– Sell
-22
Closed -$1K – 702
2020
Q1 		$1K Buy
+22
New +$747 ﹤0.01% 927
2019
Q4 		– Sell
-4,422
Closed -$145K – 639
2019
Q3 		$145K Sell
4,422
-86
-2% -$2.85K 0.05% 251
2019
Q2 		$151K Sell
4,508
-81
-2% -$2.62K 0.05% 268
2019
Q1 		$144K Buy
+4,589
New +$135K 0.05% 266

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Golden State Wealth Management's NUMG Position: Q2 2026 in Review

Golden State Wealth Management increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 6.5% in Q2 2026, buying an estimated $18.4K and bringing the position to 6,682 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #347.

Golden State Wealth Management first reported a position in NUMG in Q1 2019 and has held it in 13 quarters since. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • Golden State Wealth Management held 6,682 shares of Nuveen ESG Mid-Cap Growth ETF worth $314K as of Q2 2026.
  • Golden State Wealth Management bought 410 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $18.4K.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #347 holding.
  • Golden State Wealth Management first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2019 and has held it in 13 quarters since.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.