IAG
NUMV icon

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
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

Morgan Stanley
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ipsen Advisor Group's NUMV Position: Q1 2026 in Review

Ipsen Advisor Group increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 6.1% in Q1 2026, buying an estimated $15.3K and bringing the position to 6,652 shares worth $258K. The position accounts for 0.18% of the portfolio, ranked #96.

Ipsen Advisor Group first reported a position in NUMV in Q4 2022 and has held it in 4 quarters since. The position peaked at $327K in Q4 2022. 132 funds tracked by Wall St. Rank hold NUMV as of Q1 2026.

  • Ipsen Advisor Group held 6,652 shares of Nuveen ESG Mid-Cap Value ETF worth $258K as of Q1 2026.
  • Ipsen Advisor Group bought 381 Nuveen ESG Mid-Cap Value ETF shares in Q1 2026, an estimated $15.3K.
  • Nuveen ESG Mid-Cap Value ETF made up 0.18% of Ipsen Advisor Group's portfolio in Q1 2026, its #96 holding.
  • Ipsen Advisor Group first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2022 and has held it in 4 quarters since.
  • Ipsen Advisor Group's Nuveen ESG Mid-Cap Value ETF position peaked at $327K in Q4 2022.
  • 132 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.