IAG Wealth Partners’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

IAG Wealth Partners’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	$16.3K	Sell	375 -130	-26%	-$5.43K	﹤0.01%	331
2026 Q1	$19.6K	Hold	505	–	–	﹤0.01%	307
2025 Q4	$19.7K	Sell	505 -129	-20%	-$5.01K	﹤0.01%	293
2025 Q3	$24.5K	Hold	634	–	–	﹤0.01%	286
2025 Q2	$22.9K	Hold	634	–	–	﹤0.01%	276
2025 Q1	$21.7K	Hold	634	–	–	﹤0.01%	269
2024 Q4	$22.1K	Hold	634	–	–	﹤0.01%	273
2024 Q3	$23.4K	Hold	634	–	–	﹤0.01%	264
2024 Q2	$20.9K	Buy	+634	New	+$21K	﹤0.01%	266
2023 Q4	–	Sell	-828	Closed	-$23.5K	–	459
2023 Q3	$23.5K	Buy	828 +102	+14%	+$3.04K	0.01%	212
2023 Q2	$21.5K	Hold	726	–	–	0.01%	232
2023 Q1	$20.8K	Hold	726	–	–	0.01%	224
2022 Q4	$21.6K	Buy	726 +312	+75%	+$9.61K	0.01%	207
2022 Q3	$12K	Hold	414	–	–	﹤0.01%	258
2022 Q2	$13K	Hold	414	–	–	﹤0.01%	248
2022 Q1	$15K	Hold	414	–	–	﹤0.01%	256
2021 Q4	$15K	Hold	414	–	–	﹤0.01%	252
2021 Q3	$16K	Hold	414	–	–	0.01%	217
2021 Q2	$16K	Hold	414	–	–	0.01%	210
2021 Q1	$15K	Hold	414	–	–	0.01%	212
2020 Q4	$13K	Hold	414	–	–	0.01%	216
2020 Q3	$11K	Hold	414	–	–	0.01%	218
2020 Q2	$10K	Buy	+414	New	+$9.4K	﹤0.01%	226

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

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

IAG Wealth Partners reduced its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 26% in Q2 2026, selling an estimated $5.43K and leaving 375 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

IAG Wealth Partners first reported a position in NUMV in Q2 2020 and has held it in 23 quarters since. The position peaked at $24.5K in Q3 2025. 131 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

IAG Wealth Partners held 375 shares of Nuveen ESG Mid-Cap Value ETF worth $16.3K as of Q2 2026.
IAG Wealth Partners sold 130 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $5.43K.
Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #331 holding.
IAG Wealth Partners first reported a position in Nuveen ESG Mid-Cap Value ETF in Q2 2020 and has held it in 23 quarters since.
IAG Wealth Partners's Nuveen ESG Mid-Cap Value ETF position peaked at $24.5K in Q3 2025.
131 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

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