HBW
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Hazlett, Burt & Watson’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Hazlett, Burt & Watson’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
Q3 		– Sell
-5
Closed – – 735
2023
Q2 		$0 Buy
+5
New +$186 ﹤0.01% 702

Other funds holding NUMG

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hazlett, Burt & Watson's NUMG Position: Q3 2023 in Review

Hazlett, Burt & Watson sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q3 2023, closing a stake of 5 shares.

Hazlett, Burt & Watson first reported a position in NUMG in Q2 2023 and held it in 1 quarter. The position peaked at $0 in Q2 2023. 117 funds tracked by Wall St. Rank hold NUMG as of Q3 2023.

  • Hazlett, Burt & Watson reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 5 Nuveen ESG Mid-Cap Growth ETF shares in Q3 2023.
  • Hazlett, Burt & Watson first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2023 and held it in 1 quarter.
  • Hazlett, Burt & Watson's Nuveen ESG Mid-Cap Growth ETF position peaked at $0 in Q2 2023.
  • 117 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q3 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2023, filed 2 Nov 2023.