IWA
Invera Wealth Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.18M | Buy |
63,582
+222
| +0.4% | +$7.6K | 2.56% | 14 |
|
|
2024
Q4 | $2.29M | Sell |
63,360
-864
| -1% | -$31.3K | 2.27% | 15 |
|
|
2024
Q3 | $2.38M | Sell |
64,224
-2,643
| -4% | -$98K | 2.37% | 15 |
|
|
2024
Q2 | $2.25M | Buy |
66,867
+1,267
| +2% | +$42.6K | 2.3% | 15 |
|
|
2024
Q1 | $2.1M | Buy |
65,600
+2,658
| +4% | +$85.2K | 1.79% | 20 |
|
|
2023
Q4 | $1.99M | Buy |
+62,942
| New | +$1.99M | 1.24% | 28 |
|