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

Hobbs Group 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
2024
Q4 		– Sell
-128
Closed -$5.74K – 455
2024
Q3 		$5.74K Sell
128
-86
-40% -$3.65K ﹤0.01% 487
2024
Q2 		$8.95K Buy
+214
New +$9.07K ﹤0.01% 397
2023
Q4 		$9.06K Buy
+214
New +$8.13K ﹤0.01% 366

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hobbs Group Advisors's NUMG Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q4 2024, closing a stake of 128 shares — an estimated $5.74K sold.

Hobbs Group Advisors first reported a position in NUMG in Q4 2023 and held it in 3 quarters. The position peaked at $9.06K in Q4 2023. 138 funds tracked by Wall St. Rank hold NUMG as of Q4 2024.

  • Hobbs Group Advisors reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 128 Nuveen ESG Mid-Cap Growth ETF shares in Q4 2024, an estimated $5.74K.
  • Hobbs Group Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $9.06K in Q4 2023.
  • 138 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.