HGWM
NUMG icon

Harvest Group Wealth Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Harvest Group Wealth Management’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
2023
Q1 		$313K Buy
8,176
+3,945
+93% +$149K 0.19% 44
2022
Q4 		$149K Buy
4,231
+11
+0.3% +$383 0.1% 54
2022
Q3 		$140K Sell
4,220
-25
-0.6% -$923 0.09% 57
2022
Q2 		$162K Buy
4,245
+71
+2% +$2.68K 0.1% 54
2022
Q1 		$183K Buy
+4,174
New +$180K 0.1% 46

Other funds holding NUMG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return