IAG Wealth Partners’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

IAG Wealth Partners’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
2026 Q2	$583K	Sell	12,416 -4,256	-26%	-$191K	0.06%	89
2026 Q1	$685K	Sell	16,672 -540	-3%	-$24K	0.08%	81
2025 Q4	$822K	Hold	17,212	–	–	0.1%	76
2025 Q3	$838K	Sell	17,212 -200	-1%	-$9.7K	0.1%	73
2025 Q2	$844K	Sell	17,412 -14,121	-45%	-$634K	0.11%	70
2025 Q1	$1.35M	Sell	31,533 -1,735	-5%	-$81K	0.21%	54
2024 Q4	$1.58M	Sell	33,268 -3,455	-9%	-$165K	0.28%	49
2024 Q3	$1.65M	Sell	36,723 -973	-3%	-$41.2K	0.3%	45
2024 Q2	$1.58M	Sell	37,696 -2,858	-7%	-$121K	0.32%	42
2024 Q1	$1.8M	Sell	40,554 -6,275	-13%	-$269K	0.39%	38
2023 Q4	$1.98M	Sell	46,829 -244,017	-84%	-$9.27M	0.45%	36
2023 Q3	$10.7M	Buy	290,846 +2,520	+0.9%	+$97.6K	2.97%	10
2023 Q2	$11.3M	Buy	288,326 +49,044	+20%	+$1.82M	2.97%	11
2023 Q1	$9.15M	Buy	239,282 +77,969	+48%	+$2.94M	2.54%	11
2022 Q4	$5.68M	Buy	161,313 +56,051	+53%	+$1.95M	1.67%	16
2022 Q3	$3.47M	Buy	105,262 +60,249	+134%	+$2.22M	1.15%	20
2022 Q2	$1.54M	Buy	45,013 +1,099	+3%	+$41.4K	0.51%	31
2022 Q1	$1.92M	Buy	43,914 +43,666	+17,607%	+$1.88M	0.61%	28
2021 Q4	$12K	Hold	248	–	–	﹤0.01%	281
2021 Q3	$14K	Hold	248	–	–	0.01%	231
2021 Q2	$14K	Hold	248	–	–	0.01%	220
2021 Q1	$13K	Hold	248	–	–	0.01%	228
2020 Q4	$13K	Hold	248	–	–	0.01%	215
2020 Q3	$11K	Hold	248	–	–	0.01%	217
2020 Q2	$10K	Buy	+248	New	+$8.76K	﹤0.01%	225

Other funds holding NUMG

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

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

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

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

TCIIS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IAG Wealth Partners's NUMG Position: Q2 2026 in Review

IAG Wealth Partners reduced its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 26% in Q2 2026, selling an estimated $191K and leaving 12,416 shares worth $583K. The position accounts for 0.06% of the portfolio, ranked #89.

IAG Wealth Partners first reported a position in NUMG in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.3M in Q2 2023. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

IAG Wealth Partners held 12,416 shares of Nuveen ESG Mid-Cap Growth ETF worth $583K as of Q2 2026.
IAG Wealth Partners sold 4,256 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $191K.
Nuveen ESG Mid-Cap Growth ETF made up 0.06% of IAG Wealth Partners's portfolio in Q2 2026, its #89 holding.
IAG Wealth Partners first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
IAG Wealth Partners's Nuveen ESG Mid-Cap Growth ETF position peaked at $11.3M in Q2 2023.
134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.