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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harvest Group Wealth Management's NUMG Position: Q1 2023 in Review

Harvest Group Wealth Management increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 93% in Q1 2023, buying an estimated $149K and bringing the position to 8,176 shares worth $313K. The position accounts for 0.19% of the portfolio, ranked #44.

Harvest Group Wealth Management first reported a position in NUMG in Q1 2022 and has held it in 5 quarters since. 105 funds tracked by Wall St. Rank hold NUMG as of Q1 2023.

Harvest Group Wealth Management held 8,176 shares of Nuveen ESG Mid-Cap Growth ETF worth $313K as of Q1 2023.
Harvest Group Wealth Management bought 3,945 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2023, an estimated $149K.
Nuveen ESG Mid-Cap Growth ETF made up 0.19% of Harvest Group Wealth Management's portfolio in Q1 2023, its #44 holding.
Harvest Group Wealth Management first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2022 and has held it in 5 quarters since.
105 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.