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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IAG Wealth Partners's NUMV Position: Q1 2026 in Review

IAG Wealth Partners held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q1 2026 at 505 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

IAG Wealth Partners first reported a position in NUMV in Q2 2020 and has held it in 22 quarters since. The position peaked at $24.5K in Q3 2025. 132 funds tracked by Wall St. Rank hold NUMV as of Q1 2026.

IAG Wealth Partners held 505 shares of Nuveen ESG Mid-Cap Value ETF worth $19.6K as of Q1 2026.
IAG Wealth Partners left its Nuveen ESG Mid-Cap Value ETF share count unchanged in Q1 2026.
Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #307 holding.
IAG Wealth Partners first reported a position in Nuveen ESG Mid-Cap Value ETF in Q2 2020 and has held it in 22 quarters since.
IAG Wealth Partners's Nuveen ESG Mid-Cap Value ETF position peaked at $24.5K in Q3 2025.
132 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.