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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.82K Buy
217
+110
+103% +$3.96K ﹤0.01% 3069
2025
Q1
$3.66K Buy
+107
New +$3.66K ﹤0.01% 2954
2024
Q2
Sell
-30
Closed -$1.04K 3308
2024
Q1
$1.04K Sell
30
-62
-67% -$2.15K ﹤0.01% 2863
2023
Q4
$2.91K Buy
92
+1
+1% +$32 ﹤0.01% 2579
2023
Q3
$2.59K Sell
91
-5,009
-98% -$142K ﹤0.01% 2758
2023
Q2
$151K Sell
5,100
-5,663
-53% -$168K 0.01% 1148
2023
Q1
$299K Sell
10,763
-237
-2% -$6.57K 0.01% 781
2022
Q4
$305K Buy
11,000
+1,398
+15% +$38.8K 0.01% 1137
2022
Q3
$266K Buy
9,602
+8
+0.1% +$222 0.01% 1256
2022
Q2
$266K Hold
9,594
0.01% 1141
2022
Q1
$266K Buy
9,594
+2,505
+35% +$69.5K 0.01% 1141
2021
Q4
$260K Sell
7,089
-144
-2% -$5.28K 0.01% 828
2021
Q3
$264K Buy
7,233
+324
+5% +$11.8K 0.01% 795
2021
Q2
$252K Sell
6,909
-130
-2% -$4.74K 0.01% 795
2021
Q1
$242K Buy
7,039
+1,898
+37% +$65.3K ﹤0.01% 756
2020
Q4
$154K Sell
5,141
-71
-1% -$2.13K 0.01% 921
2020
Q3
$132K Hold
5,212
0.01% 863
2020
Q2
$122K Buy
5,212
+1,154
+28% +$27K 0.01% 851
2020
Q1
$84K Buy
4,058
+448
+12% +$9.27K 0.01% 904
2019
Q4
$109K Buy
+3,610
New +$109K 0.01% 895