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Harborview Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Harborview Advisors’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
2021
Q3 		$782K Buy
21,541
+1,756
+9% +$64.5K 0.44% 47
2021
Q2 		$717K Buy
19,785
+1,901
+11% +$69K 0.4% 52
2021
Q1 		$616K Sell
17,884
-750
-4% -$24.5K 0.37% 56
2020
Q4 		$560K Buy
18,634
+1,440
+8% +$40.7K 0.37% 59
2020
Q3 		$438K Buy
17,194
+978
+6% +$24.8K 0.33% 59
2020
Q2 		$389K Buy
16,216
+4,140
+34% +$94K 0.32% 58
2020
Q1 		$244K Buy
12,076
+16
+0.1% +$431 0.24% 70
2019
Q4 		$364K Sell
12,060
-140
-1% -$4.18K 0.28% 54
2019
Q3 		$354K Buy
12,200
+696
+6% +$19.8K 0.28% 53
2019
Q2 		$327K Buy
11,504
+3,574
+45% +$99.6K 0.26% 55
2019
Q1 		$216K Buy
+7,930
New +$210K 0.19% 70

Other funds holding NUMV

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Harborview Advisors's NUMV Position: Q3 2021 in Review

Harborview Advisors increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 8.9% in Q3 2021, buying an estimated $64.5K and bringing the position to 21,541 shares worth $782K. The position accounts for 0.44% of the portfolio, ranked #47.

Harborview Advisors first reported a position in NUMV in Q1 2019 and has held it in 11 quarters since. 83 funds tracked by Wall St. Rank hold NUMV as of Q3 2021.

  • Harborview Advisors held 21,541 shares of Nuveen ESG Mid-Cap Value ETF worth $782K as of Q3 2021.
  • Harborview Advisors bought 1,756 Nuveen ESG Mid-Cap Value ETF shares in Q3 2021, an estimated $64.5K.
  • Nuveen ESG Mid-Cap Value ETF made up 0.44% of Harborview Advisors's portfolio in Q3 2021, its #47 holding.
  • Harborview Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2019 and has held it in 11 quarters since.
  • 83 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2021.

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