Investor's Fiduciary Advisor Network’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Investor's Fiduciary Advisor Network’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	–	Sell	-7,051	Closed	-$273K	–	265
2026 Q1	$273K	Sell	7,051 -702	-9%	-$28.2K	0.08%	224
2025 Q4	$303K	Buy	7,753 +1	+0%	+$39	0.07%	232
2025 Q3	$299K	Sell	7,752 -100	-1%	-$3.75K	0.1%	199
2025 Q2	$283K	Buy	+7,852	New	+$268K	0.11%	184

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

Investor's Fiduciary Advisor Network's NUMV Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q2 2026, closing a stake of 7,051 shares — an estimated $273K sold.

Investor's Fiduciary Advisor Network first reported a position in NUMV in Q2 2025 and held it in 4 quarters. The position peaked at $303K in Q4 2025. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

Investor's Fiduciary Advisor Network reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 7,051 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $273K.
Investor's Fiduciary Advisor Network first reported a position in Nuveen ESG Mid-Cap Value ETF in Q2 2025 and held it in 4 quarters.
Investor's Fiduciary Advisor Network's Nuveen ESG Mid-Cap Value ETF position peaked at $303K in Q4 2025.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.