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NUMG icon

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

IFP 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
2026
Q2 		$3.24K Sell
69
-125
-64% -$5.61K ﹤0.01% 4022
2026
Q1 		$7.97K Hold
194
– – ﹤0.01% 3273
2025
Q4 		$9.26K Buy
+194
New +$9.29K ﹤0.01% 3101
2025
Q2 		– Sell
-78
Closed -$3.35K – 4987
2025
Q1 		$3.35K Buy
+78
New +$3.64K ﹤0.01% 2981
2024
Q2 		– Sell
-25
Closed -$1.12K – 3307
2024
Q1 		$1.12K Sell
25
-47
-65% -$2.02K ﹤0.01% 2842
2023
Q4 		$3.05K Hold
72
– – ﹤0.01% 2563
2023
Q3 		$2.64K Sell
72
-3,773
-98% -$146K ﹤0.01% 2749
2023
Q2 		$150K Sell
3,845
-3,176
-45% -$118K 0.01% 1150
2023
Q1 		$219K Sell
7,021
-2,827
-29% -$107K 0.01% 913
2022
Q4 		$305K Buy
9,848
+213
+2% +$7.41K 0.01% 1136
2022
Q3 		$301K Buy
9,635
+13
+0.1% +$480 0.01% 1194
2022
Q2 		$300K Hold
9,622
– – 0.01% 1075
2022
Q1 		$300K Buy
9,622
+4,986
+108% +$215K 0.01% 1075
2021
Q4 		$228K Sell
4,636
-85
-2% -$4.7K ﹤0.01% 892
2021
Q3 		$255K Buy
4,721
+211
+5% +$11.8K 0.01% 836
2021
Q2 		$246K Buy
4,510
+45
+1% +$2.34K 0.01% 804
2021
Q1 		$223K Buy
4,465
+1,192
+36% +$59.9K ﹤0.01% 785
2020
Q4 		$162K Sell
3,273
-43
-1% -$2.01K 0.01% 899
2020
Q3 		$140K Hold
3,316
– – 0.01% 844
2020
Q2 		$127K Sell
3,316
-202
-6% -$7.13K 0.01% 833
2020
Q1 		$105K Buy
3,518
+348
+11% +$11.8K 0.01% 803
2019
Q4 		$114K Buy
+3,170
New +$107K 0.01% 880

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFP Advisors's NUMG Position: Q2 2026 in Review

IFP Advisors reduced its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 64% in Q2 2026, selling an estimated $5.61K and leaving 69 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #4022.

IFP Advisors first reported a position in NUMG in Q4 2019 and has held it in 22 quarters since. The position peaked at $305K in Q4 2022. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • IFP Advisors held 69 shares of Nuveen ESG Mid-Cap Growth ETF worth $3.24K as of Q2 2026.
  • IFP Advisors sold 125 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.61K.
  • Nuveen ESG Mid-Cap Growth ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4022 holding.
  • IFP Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2019 and has held it in 22 quarters since.
  • IFP Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $305K in Q4 2022.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.