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HM Payson & Co’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

HM Payson & Co’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
2025
Q4 		– Sell
-7
Closed -$271 – 1188
2025
Q3 		$271 Buy
+7
New +$263 ﹤0.01% 1073

Other funds holding NUMV

Morgan Stanley
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HM Payson & Co's NUMV Position: Q4 2025 in Review

HM Payson & Co sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q4 2025, closing a stake of 7 shares — an estimated $271 sold.

HM Payson & Co first reported a position in NUMV in Q3 2025 and held it in 1 quarter. The position peaked at $271 in Q3 2025. 127 funds tracked by Wall St. Rank hold NUMV as of Q4 2025.

  • HM Payson & Co reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • HM Payson & Co sold 7 Nuveen ESG Mid-Cap Value ETF shares in Q4 2025, an estimated $271.
  • HM Payson & Co first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • HM Payson & Co's Nuveen ESG Mid-Cap Value ETF position peaked at $271 in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.