Institute for Wealth Management’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Institute for Wealth Management’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	$211K	Buy	+4,848	New	+$203K	0.02%	508
2026 Q1	–	Sell	-5,803	Closed	-$227K	–	568
2025 Q4	$227K	Buy	5,803 +449	+8%	+$17.4K	0.02%	505
2025 Q3	$207K	Buy	+5,354	New	+$201K	0.02%	542

Other funds holding NUMV

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Nuveen ESG Mid-Cap Value ETF (NUMV) in Q2 2026: 4,848 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #508 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in NUMV as recently as Q4 2025.

Institute for Wealth Management first reported a position in NUMV in Q3 2025 and has held it in 3 quarters since. The position peaked at $227K in Q4 2025. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

Institute for Wealth Management held 4,848 shares of Nuveen ESG Mid-Cap Value ETF worth $211K as of Q2 2026.
Nuveen ESG Mid-Cap Value ETF was a new Institute for Wealth Management position in Q2 2026.
Nuveen ESG Mid-Cap Value ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #508 holding.
Institute for Wealth Management first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
Institute for Wealth Management's Nuveen ESG Mid-Cap Value ETF position peaked at $227K in Q4 2025.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

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