JY
NUMG icon

Jeff Yass’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Jeff Yass’s Portfolio NUMG Stock Details NUMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-38,875
Closed -$1.6M – 14187
2026
Q1 		$1.6M Sell
38,875
-3,519
-8% -$157K ﹤0.01% 6698
2025
Q4 		$2.02M Buy
42,394
+27,045
+176% +$1.3M ﹤0.01% 5642
2025
Q3 		$747K Buy
+15,349
New +$744K ﹤0.01% 8039
2025
Q2 		– Sell
-5,812
Closed -$249K – 13396
2025
Q1 		$249K Buy
+5,812
New +$271K ﹤0.01% 10478
2024
Q4 		– Sell
-6,660
Closed -$299K – 12893
2024
Q3 		$299K Sell
6,660
-5,236
-44% -$222K ﹤0.01% 9615
2024
Q2 		$497K Sell
11,896
-16,488
-58% -$699K ﹤0.01% 8280
2024
Q1 		$1.26M Buy
28,384
+19,303
+213% +$827K ﹤0.01% 6344
2023
Q4 		$384K Sell
9,081
-24,403
-73% -$927K ﹤0.01% 9281
2023
Q3 		$1.23M Buy
33,484
+24,043
+255% +$932K ﹤0.01% 6173
2023
Q2 		$368K Buy
+9,441
New +$350K ﹤0.01% 9022
2022
Q4 		– Sell
-32,147
Closed -$1.06M – 13281
2022
Q3 		$1.06M Buy
32,147
+24,518
+321% +$905K ﹤0.01% 6493
2022
Q2 		$262K Sell
7,629
-12,035
-61% -$454K ﹤0.01% 9927
2022
Q1 		$862K Buy
+19,664
New +$848K ﹤0.01% 7517
2021
Q4 		– Sell
-14,602
Closed -$794K – 13663
2021
Q3 		$794K Sell
14,602
-1,330
-8% -$74.4K ﹤0.01% 8154
2021
Q2 		$871K Sell
15,932
-13,218
-45% -$687K ﹤0.01% 8153
2021
Q1 		$1.46M Buy
29,150
+13,637
+88% +$685K ﹤0.01% 6710
2020
Q4 		$767K Buy
15,513
+7,659
+98% +$358K ﹤0.01% 7307
2020
Q3 		$332K Buy
7,854
+255
+3% +$10.7K ﹤0.01% 8502
2020
Q2 		$296K Buy
+7,599
New +$268K ﹤0.01% 8388
2018
Q1 		– Sell
-17,363
Closed -$510K – 9900
2017
Q4 		$510K Buy
+17,363
New +$497K ﹤0.01% 6595

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jeff Yass's NUMG Position: Q2 2026 in Review

Jeff Yass sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2026, closing a stake of 38,875 shares — an estimated $1.6M sold.

Jeff Yass first reported a position in NUMG in Q4 2017 and held it in 20 quarters. The position peaked at $2.02M in Q4 2025. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • Jeff Yass reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 38,875 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.6M.
  • Jeff Yass first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2017 and held it in 20 quarters.
  • Jeff Yass's Nuveen ESG Mid-Cap Growth ETF position peaked at $2.02M in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.