Harborview Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Harborview Advisors’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
2021 Q3	$681K	Buy	12,517 +525	+4%	+$29.4K	0.38%	53
2021 Q2	$655K	Buy	11,992 +833	+7%	+$43.3K	0.37%	56
2021 Q1	$559K	Sell	11,159 -751	-6%	-$37.7K	0.34%	61
2020 Q4	$589K	Buy	11,910 +551	+5%	+$25.8K	0.39%	58
2020 Q3	$480K	Buy	11,359 +270	+2%	+$11.3K	0.37%	58
2020 Q2	$432K	Buy	11,089 +2,541	+30%	+$89.7K	0.36%	56
2020 Q1	$250K	Sell	8,548 -617	-7%	-$21K	0.25%	66
2019 Q4	$323K	Buy	9,165 +35	+0.4%	+$1.19K	0.25%	60
2019 Q3	$299K	Sell	9,130 -137	-1%	-$4.54K	0.24%	60
2019 Q2	$312K	Buy	9,267 +2,525	+37%	+$81.6K	0.25%	58
2019 Q1	$211K	Buy	+6,742	New	+$198K	0.18%	72

Other funds holding NUMG

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Harborview Advisors's NUMG Position: Q3 2021 in Review

Harborview Advisors increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 4.4% in Q3 2021, buying an estimated $29.4K and bringing the position to 12,517 shares worth $681K. The position accounts for 0.38% of the portfolio, ranked #53.

Harborview Advisors first reported a position in NUMG in Q1 2019 and has held it in 11 quarters since. 98 funds tracked by Wall St. Rank hold NUMG as of Q3 2021.

Harborview Advisors held 12,517 shares of Nuveen ESG Mid-Cap Growth ETF worth $681K as of Q3 2021.
Harborview Advisors bought 525 Nuveen ESG Mid-Cap Growth ETF shares in Q3 2021, an estimated $29.4K.
Nuveen ESG Mid-Cap Growth ETF made up 0.38% of Harborview Advisors's portfolio in Q3 2021, its #53 holding.
Harborview Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2019 and has held it in 11 quarters since.
98 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.