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Harbor Asset Planning’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Harbor Asset Planning’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 		$96.7K Hold
2,058
– – 0.07% 149
2026
Q1 		$84.6K Hold
2,058
– – 0.07% 150
2025
Q4 		$98.3K Hold
2,058
– – 0.08% 135
2025
Q3 		$100K Hold
2,058
– – 0.09% 136
2025
Q2 		$99.7K Buy
+2,058
New +$92.4K 0.1% 132

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

Harbor Asset Planning's NUMG Position: Q2 2026 in Review

Harbor Asset Planning held its Nuveen ESG Mid-Cap Growth ETF (NUMG) position steady in Q2 2026 at 2,058 shares worth $96.7K. The position accounts for 0.07% of the portfolio, ranked #149.

Harbor Asset Planning first reported a position in NUMG in Q2 2025 and has held it in 5 quarters since. The position peaked at $100K in Q3 2025. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • Harbor Asset Planning held 2,058 shares of Nuveen ESG Mid-Cap Growth ETF worth $96.7K as of Q2 2026.
  • Harbor Asset Planning left its Nuveen ESG Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.07% of Harbor Asset Planning's portfolio in Q2 2026, its #149 holding.
  • Harbor Asset Planning first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's Nuveen ESG Mid-Cap Growth ETF position peaked at $100K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.