Institute for Wealth Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579K | Buy |
11,951
+3,407
| +40% | +$165K | 0.06% | 282 |
|
|
2025
Q1 | $367K | Buy |
8,544
+4,105
| +92% | +$176K | 0.05% | 363 |
|
|
2024
Q4 | $210K | Sell |
4,439
-117
| -3% | -$5.54K | 0.03% | 474 |
|
|
2024
Q3 | $204K | Buy |
+4,556
| New | +$204K | 0.03% | 517 |
|
|
2024
Q2 | – | Sell |
-5,121
| Closed | -$228K | – | 514 |
|
|
2024
Q1 | $228K | Sell |
5,121
-595
| -10% | -$26.5K | 0.03% | 449 |
|
|
2023
Q4 | $242K | Sell |
5,716
-579
| -9% | -$24.5K | 0.04% | 414 |
|
|
2023
Q3 | $231K | Sell |
6,295
-4,461
| -41% | -$164K | 0.04% | 399 |
|
|
2023
Q2 | $420K | Sell |
10,756
-840
| -7% | -$32.8K | 0.07% | 291 |
|
|
2023
Q1 | $443K | Sell |
11,596
-210
| -2% | -$8.03K | 0.08% | 273 |
|
|
2022
Q4 | $416K | Hold |
11,806
| – | – | 0.09% | 286 |
|
|
2022
Q3 | $389K | Sell |
11,806
-100
| -0.8% | -$3.3K | 0.09% | 285 |
|
|
2022
Q2 | $409K | Sell |
11,906
-559
| -4% | -$19.2K | 0.08% | 314 |
|
|
2022
Q1 | $546K | Buy |
12,465
+2,731
| +28% | +$120K | 0.09% | 275 |
|
|
2021
Q4 | $479K | Buy |
9,734
+425
| +5% | +$20.9K | 0.08% | 291 |
|
|
2021
Q3 | $506K | Buy |
9,309
+4,423
| +91% | +$240K | 0.09% | 274 |
|
|
2021
Q2 | $267K | Buy |
4,886
+806
| +20% | +$44K | 0.05% | 400 |
|
|
2021
Q1 | $204K | Buy |
+4,080
| New | +$204K | 0.04% | 442 |
|