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NUMV icon

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

IFP Advisors’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 		$3.13K Sell
72
-397
-85% -$16.6K ﹤0.01% 4031
2026
Q1 		$18.2K Sell
469
-14
-3% -$562 ﹤0.01% 2828
2025
Q4 		$18.9K Buy
483
+250
+107% +$9.71K ﹤0.01% 2750
2025
Q3 		$9.02K Buy
233
+16
+7% +$600 ﹤0.01% 2952
2025
Q2 		$7.82K Buy
217
+110
+103% +$3.76K ﹤0.01% 3069
2025
Q1 		$3.66K Buy
+107
New +$3.76K ﹤0.01% 2954
2024
Q2 		– Sell
-30
Closed -$1.04K – 3308
2024
Q1 		$1.04K Sell
30
-62
-67% -$1.97K ﹤0.01% 2863
2023
Q4 		$2.91K Buy
92
+1
+1% +$29 ﹤0.01% 2579
2023
Q3 		$2.59K Sell
91
-5,009
-98% -$150K ﹤0.01% 2758
2023
Q2 		$151K Sell
5,100
-5,663
-53% -$161K 0.01% 1148
2023
Q1 		$299K Sell
10,763
-237
-2% -$7.19K 0.01% 781
2022
Q4 		$305K Buy
11,000
+1,398
+15% +$43K 0.01% 1137
2022
Q3 		$266K Buy
9,602
+8
+0.1% +$256 0.01% 1255
2022
Q2 		$266K Hold
9,594
– – 0.01% 1140
2022
Q1 		$266K Buy
9,594
+2,505
+35% +$89.5K 0.01% 1140
2021
Q4 		$260K Sell
7,089
-144
-2% -$5.48K 0.01% 840
2021
Q3 		$264K Buy
7,233
+324
+5% +$11.9K 0.01% 827
2021
Q2 		$252K Sell
6,909
-130
-2% -$4.72K 0.01% 795
2021
Q1 		$242K Buy
7,039
+1,898
+37% +$61.9K ﹤0.01% 756
2020
Q4 		$154K Sell
5,141
-71
-1% -$2K 0.01% 921
2020
Q3 		$132K Hold
5,212
– – 0.01% 864
2020
Q2 		$122K Buy
5,212
+1,154
+28% +$26.2K 0.01% 851
2020
Q1 		$84K Buy
4,058
+448
+12% +$12.1K 0.01% 906
2019
Q4 		$109K Buy
+3,610
New +$108K 0.01% 895

Other funds holding NUMV

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IFP Advisors's NUMV Position: Q2 2026 in Review

IFP Advisors reduced its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 85% in Q2 2026, selling an estimated $16.6K and leaving 72 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #4031.

IFP Advisors first reported a position in NUMV in Q4 2019 and has held it in 24 quarters since. The position peaked at $305K in Q4 2022. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • IFP Advisors held 72 shares of Nuveen ESG Mid-Cap Value ETF worth $3.13K as of Q2 2026.
  • IFP Advisors sold 397 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $16.6K.
  • Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4031 holding.
  • IFP Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2019 and has held it in 24 quarters since.
  • IFP Advisors's Nuveen ESG Mid-Cap Value ETF position peaked at $305K in Q4 2022.
  • 130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

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