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Haverford Trust Company’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Haverford Trust Company’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
2021
Q3 		– Sell
-6,760
Closed -$370K – 362
2021
Q2 		$370K Hold
6,760
– – ﹤0.01% 284
2021
Q1 		$338K Hold
6,760
– – ﹤0.01% 261
2020
Q4 		$334K Hold
6,760
– – ﹤0.01% 244
2020
Q3 		$286K Buy
+6,760
New +$283K ﹤0.01% 245

Other funds holding NUMG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Haverford Trust Company's NUMG Position: Q3 2021 in Review

Haverford Trust Company sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q3 2021, closing a stake of 6,760 shares — an estimated $370K sold.

Haverford Trust Company first reported a position in NUMG in Q3 2020 and held it in 4 quarters. The position peaked at $370K in Q2 2021. 98 funds tracked by Wall St. Rank hold NUMG as of Q3 2021.

  • Haverford Trust Company reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Haverford Trust Company sold 6,760 Nuveen ESG Mid-Cap Growth ETF shares in Q3 2021, an estimated $370K.
  • Haverford Trust Company first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2020 and held it in 4 quarters.
  • Haverford Trust Company's Nuveen ESG Mid-Cap Growth ETF position peaked at $370K in Q2 2021.
  • 98 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q3 2021.

Based on Haverford Trust Company's 13F filing for Q3 2021, filed 12 Nov 2021.