Hazlett, Burt & Watson’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Hazlett, Burt & Watson’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 Q3	–	Sell	-6	Closed	–	–	736
2023 Q2	$0	Buy	+6	New	+$171	﹤0.01%	703

Other funds holding NUMV

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

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

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

RJA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Hazlett, Burt & Watson sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q3 2023, closing a stake of 6 shares.

Hazlett, Burt & Watson first reported a position in NUMV in Q2 2023 and held it in 1 quarter. The position peaked at $0 in Q2 2023. 101 funds tracked by Wall St. Rank hold NUMV as of Q3 2023.

Hazlett, Burt & Watson reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
Hazlett, Burt & Watson sold 6 Nuveen ESG Mid-Cap Value ETF shares in Q3 2023.
Hazlett, Burt & Watson first reported a position in Nuveen ESG Mid-Cap Value ETF in Q2 2023 and held it in 1 quarter.
Hazlett, Burt & Watson's Nuveen ESG Mid-Cap Value ETF position peaked at $0 in Q2 2023.
101 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2023.

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