Harvest Group Wealth Management’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Harvest Group Wealth Management’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
2023 Q1	$525K	Buy	18,276 +3,661	+25%	+$111K	0.33%	36
2022 Q4	$435K	Buy	14,615 +16	+0.1%	+$493	0.29%	42
2022 Q3	$428K	Buy	14,599 +57	+0.4%	+$1.83K	0.28%	44
2022 Q2	$478K	Buy	14,542 +254	+2%	+$8.55K	0.29%	44
2022 Q1	$515K	Buy	+14,288	New	+$511K	0.29%	40

Other funds holding NUMV

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

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

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

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

Harvest Group Wealth Management increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 25% in Q1 2023, buying an estimated $111K and bringing the position to 18,276 shares worth $525K. The position accounts for 0.33% of the portfolio, ranked #36.

Harvest Group Wealth Management first reported a position in NUMV in Q1 2022 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold NUMV as of Q1 2023.

Harvest Group Wealth Management held 18,276 shares of Nuveen ESG Mid-Cap Value ETF worth $525K as of Q1 2023.
Harvest Group Wealth Management bought 3,661 Nuveen ESG Mid-Cap Value ETF shares in Q1 2023, an estimated $111K.
Nuveen ESG Mid-Cap Value ETF made up 0.33% of Harvest Group Wealth Management's portfolio in Q1 2023, its #36 holding.
Harvest Group Wealth Management first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2022 and has held it in 5 quarters since.
110 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2023.

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