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

Hobbs Group 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
2024
Q4 		– Sell
-131
Closed -$4.84K – 456
2024
Q3 		$4.84K Sell
131
-111
-46% -$3.87K ﹤0.01% 499
2024
Q2 		$8K Buy
+242
New +$8.03K ﹤0.01% 412
2023
Q4 		$7.64K Buy
+242
New +$7K ﹤0.01% 381

Other funds holding NUMV

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Hobbs Group Advisors sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q4 2024, closing a stake of 131 shares — an estimated $4.84K sold.

Hobbs Group Advisors first reported a position in NUMV in Q4 2023 and held it in 3 quarters. The position peaked at $8K in Q2 2024. 126 funds tracked by Wall St. Rank hold NUMV as of Q4 2024.

  • Hobbs Group Advisors reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 131 Nuveen ESG Mid-Cap Value ETF shares in Q4 2024, an estimated $4.84K.
  • Hobbs Group Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's Nuveen ESG Mid-Cap Value ETF position peaked at $8K in Q2 2024.
  • 126 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q4 2024.

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