IFWM
NUMG icon

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

Institute for 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 		$276K Buy
+5,877
New +$264K 0.02% 443
2026
Q1 		– Sell
-6,756
Closed -$323K – 567
2025
Q4 		$323K Sell
6,756
-4,036
-37% -$193K 0.03% 418
2025
Q3 		$525K Sell
10,792
-1,159
-10% -$56.2K 0.05% 314
2025
Q2 		$579K Buy
11,951
+3,407
+40% +$153K 0.06% 283
2025
Q1 		$367K Buy
8,544
+4,105
+92% +$192K 0.05% 364
2024
Q4 		$210K Sell
4,439
-117
-3% -$5.58K 0.03% 476
2024
Q3 		$204K Buy
+4,556
New +$193K 0.03% 517
2024
Q2 		– Sell
-5,121
Closed -$228K – 516
2024
Q1 		$228K Sell
5,121
-595
-10% -$25.5K 0.03% 453
2023
Q4 		$242K Sell
5,716
-579
-9% -$22K 0.04% 418
2023
Q3 		$231K Sell
6,295
-4,461
-41% -$173K 0.04% 405
2023
Q2 		$420K Sell
10,756
-840
-7% -$31.2K 0.07% 298
2023
Q1 		$443K Sell
11,596
-210
-2% -$7.91K 0.08% 278
2022
Q4 		$416K Hold
11,806
– – 0.09% 292
2022
Q3 		$389K Sell
11,806
-100
-0.8% -$3.69K 0.09% 285
2022
Q2 		$409K Sell
11,906
-559
-4% -$21.1K 0.08% 316
2022
Q1 		$546K Buy
12,465
+2,731
+28% +$118K 0.09% 278
2021
Q4 		$479K Buy
9,734
+425
+5% +$23.5K 0.08% 291
2021
Q3 		$506K Buy
9,309
+4,423
+91% +$248K 0.09% 276
2021
Q2 		$267K Buy
4,886
+806
+20% +$41.9K 0.05% 400
2021
Q1 		$204K Buy
+4,080
New +$205K 0.04% 445

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

Institute for Wealth Management's NUMG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2026: 5,877 shares worth $276K. The stake represents 0.02% of the portfolio and ranks #443 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in NUMG as recently as Q4 2025.

Institute for Wealth Management first reported a position in NUMG in Q1 2021 and has held it in 20 quarters since. The position peaked at $579K in Q2 2025. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • Institute for Wealth Management held 5,877 shares of Nuveen ESG Mid-Cap Growth ETF worth $276K as of Q2 2026.
  • Nuveen ESG Mid-Cap Growth ETF was a new Institute for Wealth Management position in Q2 2026.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #443 holding.
  • Institute for Wealth Management first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2021 and has held it in 20 quarters since.
  • Institute for Wealth Management's Nuveen ESG Mid-Cap Growth ETF position peaked at $579K in Q2 2025.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.