Ipsen Advisor Group’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Ipsen Advisor Group’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	$298K	Buy	6,854 +202	+3%	+$8.44K	0.19%	93
2026 Q1	$258K	Buy	6,652 +381	+6%	+$15.3K	0.18%	96
2025 Q4	$245K	Buy	6,271 +192	+3%	+$7.46K	0.17%	95
2025 Q3	$235K	Buy	+6,079	New	+$228K	0.17%	92
2022 Q4	$327K	Buy	+10,998	New	+$339K	0.38%	71

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

Ipsen Advisor Group's NUMV Position: Q2 2026 in Review

Ipsen Advisor Group increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 3% in Q2 2026, buying an estimated $8.44K and bringing the position to 6,854 shares worth $298K. The position accounts for 0.19% of the portfolio, ranked #93.

Ipsen Advisor Group first reported a position in NUMV in Q4 2022 and has held it in 5 quarters since. The position peaked at $327K in Q4 2022. 131 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

Ipsen Advisor Group held 6,854 shares of Nuveen ESG Mid-Cap Value ETF worth $298K as of Q2 2026.
Ipsen Advisor Group bought 202 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $8.44K.
Nuveen ESG Mid-Cap Value ETF made up 0.19% of Ipsen Advisor Group's portfolio in Q2 2026, its #93 holding.
Ipsen Advisor Group first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2022 and has held it in 5 quarters since.
Ipsen Advisor Group's Nuveen ESG Mid-Cap Value ETF position peaked at $327K in Q4 2022.
131 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.