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IHT Wealth Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

IHT Wealth Management’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 		$293K Sell
6,247
-1,089
-15% -$48.8K 0.01% 1022
2026
Q1 		$301K Sell
7,336
-575
-7% -$25.6K 0.01% 1006
2025
Q4 		$378K Sell
7,911
-884
-10% -$42.3K 0.01% 877
2025
Q3 		$428K Hold
8,795
– – 0.01% 796
2025
Q2 		$426K Sell
8,795
-147
-2% -$6.6K 0.01% 756
2025
Q1 		$384K Sell
8,942
-345
-4% -$16.1K 0.01% 762
2024
Q4 		$440K Sell
9,287
-477
-5% -$22.8K 0.01% 726
2024
Q3 		$437K Buy
9,764
+262
+3% +$11.1K 0.01% 763
2024
Q2 		$397K Sell
9,502
-252
-3% -$10.7K 0.01% 708
2024
Q1 		$434K Hold
9,754
– – 0.02% 684
2023
Q4 		$413K Sell
9,754
-336
-3% -$12.8K 0.02% 664
2023
Q3 		$370K Hold
10,090
– – 0.02% 651
2023
Q2 		$394K Hold
10,090
– – 0.02% 623
2023
Q1 		$386K Sell
10,090
-204
-2% -$7.69K 0.02% 605
2022
Q4 		$362K Sell
10,294
-167
-2% -$5.81K 0.02% 590
2022
Q3 		$345K Sell
10,461
-383
-4% -$14.1K 0.03% 575
2022
Q2 		$372K Hold
10,844
– – 0.03% 468
2022
Q1 		$475K Hold
10,844
– – 0.04% 424
2021
Q4 		$533K Buy
10,844
+484
+5% +$26.8K 0.04% 418
2021
Q3 		$563K Buy
10,360
+192
+2% +$10.7K 0.05% 390
2021
Q2 		$556K Buy
10,168
+1,533
+18% +$79.7K 0.04% 500
2021
Q1 		$432K Buy
+8,635
New +$434K 0.03% 505

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

IHT Wealth Management's NUMG Position: Q2 2026 in Review

IHT Wealth Management reduced its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 15% in Q2 2026, selling an estimated $48.8K and leaving 6,247 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #1022.

IHT Wealth Management first reported a position in NUMG in Q1 2021 and has held it in 22 quarters since. The position peaked at $563K in Q3 2021. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • IHT Wealth Management held 6,247 shares of Nuveen ESG Mid-Cap Growth ETF worth $293K as of Q2 2026.
  • IHT Wealth Management sold 1,089 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $48.8K.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1022 holding.
  • IHT Wealth Management first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • IHT Wealth Management's Nuveen ESG Mid-Cap Growth ETF position peaked at $563K in Q3 2021.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.