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

Invera Wealth 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 Q1	$2.25M	Sell	58,153 -1,360	-2%	-$54.5K	1.45%	24
2025 Q4	$2.33M	Sell	59,513 -2,283	-4%	-$88.7K	1.47%	24
2025 Q3	$2.39M	Sell	61,796 -1,064	-2%	-$39.9K	1.47%	23
2025 Q2	$2.27M	Sell	62,860 -722	-1%	-$24.7K	1.48%	21
2025 Q1	$2.18M	Buy	63,582 +222	+0.4%	+$7.79K	1.41%	23
2024 Q4	$2.29M	Sell	63,360 -864	-1%	-$31.7K	2.27%	15
2024 Q3	$2.38M	Sell	64,224 -2,643	-4%	-$92.1K	2.37%	15
2024 Q2	$2.25M	Buy	66,867 +1,267	+2%	+$42K	2.3%	15
2024 Q1	$2.1M	Buy	65,600 +2,658	+4%	+$84.6K	1.79%	20
2023 Q4	$1.99M	Buy	+62,942	New	+$1.82M	1.24%	28

Other funds holding NUMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invera Wealth Advisors's NUMV Position: Q1 2026 in Review

Invera Wealth Advisors reduced its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 2.3% in Q1 2026, selling an estimated $54.5K and leaving 58,153 shares worth $2.25M. The position accounts for 1.45% of the portfolio, ranked #24.

Invera Wealth Advisors first reported a position in NUMV in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.39M in Q3 2025. 132 funds tracked by Wall St. Rank hold NUMV as of Q1 2026.

Invera Wealth Advisors held 58,153 shares of Nuveen ESG Mid-Cap Value ETF worth $2.25M as of Q1 2026.
Invera Wealth Advisors sold 1,360 Nuveen ESG Mid-Cap Value ETF shares in Q1 2026, an estimated $54.5K.
Nuveen ESG Mid-Cap Value ETF made up 1.45% of Invera Wealth Advisors's portfolio in Q1 2026, its #24 holding.
Invera Wealth Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
Invera Wealth Advisors's Nuveen ESG Mid-Cap Value ETF position peaked at $2.39M in Q3 2025.
132 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.