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Herold Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Herold Advisors’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
2022
Q2 		– Sell
-800
Closed -$35.1K – 512
2022
Q1 		$35.1K Buy
+800
New +$34.5K 0.01% 427
2021
Q4 		– Sell
-800
Closed -$43K – 496
2021
Q3 		$43K Buy
+800
New +$44.8K 0.02% 398

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 22.96% 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

Herold Advisors's NUMG Position: Q2 2022 in Review

Herold Advisors sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2022, closing a stake of 800 shares — an estimated $35.1K sold.

Herold Advisors first reported a position in NUMG in Q3 2021 and held it in 2 quarters. The position peaked at $43K in Q3 2021. 106 funds tracked by Wall St. Rank hold NUMG as of Q2 2022.

  • Herold Advisors reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 800 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2022, an estimated $35.1K.
  • Herold Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $43K in Q3 2021.
  • 106 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.