Harbour Investments’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Harbour Investments’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	$152K	Buy	3,503 +117	+3%	+$4.89K	﹤0.01%	1754
2026 Q1	$131K	Buy	3,386 +1,473	+77%	+$59.1K	﹤0.01%	1775
2025 Q4	$74.8K	Buy	1,913 +33	+2%	+$1.28K	﹤0.01%	1771
2025 Q3	$72.7K	Buy	1,880 +51	+3%	+$1.91K	﹤0.01%	1715
2025 Q2	$65.9K	Buy	1,829 +311	+20%	+$10.6K	﹤0.01%	1685
2025 Q1	$51.9K	Sell	1,518 -35	-2%	-$1.23K	﹤0.01%	1736
2024 Q4	$54.1K	Buy	1,553 +142	+10%	+$5.2K	﹤0.01%	1668
2024 Q3	$52K	Buy	+1,411	New	+$49.2K	﹤0.01%	1636
2021 Q4	–	Sell	-846	Closed	-$31K	–	3346
2021 Q3	$31K	Buy	846 +1	+0.1%	+$37	﹤0.01%	2054
2021 Q2	$31K	Sell	845 -476	-36%	-$17.3K	﹤0.01%	2077
2021 Q1	$45K	Buy	+1,321	New	+$43.1K	﹤0.01%	1761

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

Harbour Investments's NUMV Position: Q2 2026 in Review

Harbour Investments increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 3.5% in Q2 2026, buying an estimated $4.89K and bringing the position to 3,503 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Harbour Investments first reported a position in NUMV in Q1 2021 and has held it in 11 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

Harbour Investments held 3,503 shares of Nuveen ESG Mid-Cap Value ETF worth $152K as of Q2 2026.
Harbour Investments bought 117 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $4.89K.
Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1754 holding.
Harbour Investments first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2021 and has held it in 11 quarters since.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.