HighTower Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

HighTower Advisors’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
2026 Q2	$235K	Sell	5,415 -308	-5%	-$12.9K	﹤0.01%	3418
2026 Q1	$222K	Buy	5,723 +381	+7%	+$15.3K	﹤0.01%	3407
2025 Q4	$209K	Buy	5,342 +4	+0.1%	+$155	﹤0.01%	3339
2025 Q3	$206K	Buy	+5,338	New	+$200K	﹤0.01%	3351
2024 Q2	–	Sell	-8,793	Closed	-$299K	–	3837
2024 Q1	$299K	Sell	8,793 -7,466	-46%	-$238K	﹤0.01%	2686
2023 Q4	$515K	Sell	16,259 -3,080	-16%	-$89.1K	﹤0.01%	2300
2023 Q3	$553K	Buy	19,339 +581	+3%	+$17.3K	﹤0.01%	2169
2023 Q2	$558K	Sell	18,758 -418	-2%	-$11.9K	﹤0.01%	2128
2023 Q1	$552K	Buy	19,176 +450	+2%	+$13.7K	﹤0.01%	2046
2022 Q4	$557K	Buy	18,726 +962	+5%	+$29.6K	﹤0.01%	2062
2022 Q3	$505K	Sell	17,764 -1,170	-6%	-$37.5K	﹤0.01%	2021
2022 Q2	$581K	Sell	18,934 -105,443	-85%	-$3.55M	﹤0.01%	1952
2022 Q1	$4.48M	Buy	124,377 +10,888	+10%	+$389K	0.01%	948
2021 Q4	$4.2M	Buy	113,489 +37,130	+49%	+$1.41M	0.01%	997
2021 Q3	$2.77M	Sell	76,359 -23,422	-23%	-$861K	0.01%	1092
2021 Q2	$3.62M	Buy	99,781 +59,037	+145%	+$2.14M	0.01%	938
2021 Q1	$1.4M	Buy	40,744 +26,934	+195%	+$878K	﹤0.01%	1362
2020 Q4	$417K	Buy	+13,810	New	+$390K	﹤0.01%	1719

Other funds holding NUMV

AWP

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

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

HighTower Advisors's NUMV Position: Q2 2026 in Review

HighTower Advisors reduced its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 5.4% in Q2 2026, selling an estimated $12.9K and leaving 5,415 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #3418.

HighTower Advisors first reported a position in NUMV in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.48M in Q1 2022. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

HighTower Advisors held 5,415 shares of Nuveen ESG Mid-Cap Value ETF worth $235K as of Q2 2026.
HighTower Advisors sold 308 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $12.9K.
Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3418 holding.
HighTower Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2020 and has held it in 18 quarters since.
HighTower Advisors's Nuveen ESG Mid-Cap Value ETF position peaked at $4.48M in Q1 2022.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.