Harbor Asset Planning’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Harbor Asset Planning’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	$14K	Hold	323	–	–	0.01%	331
2026 Q1	$12.5K	Hold	323	–	–	0.01%	328
2025 Q4	$12.6K	Buy	323 +5	+2%	+$194	0.01%	324
2025 Q3	$12.3K	Hold	318	–	–	0.01%	308
2025 Q2	$11.5K	Buy	+318	New	+$10.9K	0.01%	308

Other funds holding NUMV

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Harbor Asset Planning held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q2 2026 at 323 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #331.

Harbor Asset Planning first reported a position in NUMV in Q2 2025 and has held it in 5 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

Harbor Asset Planning held 323 shares of Nuveen ESG Mid-Cap Value ETF worth $14K as of Q2 2026.
Harbor Asset Planning left its Nuveen ESG Mid-Cap Value ETF share count unchanged in Q2 2026.
Nuveen ESG Mid-Cap Value ETF made up 0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #331 holding.
Harbor Asset Planning first reported a position in Nuveen ESG Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

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