JAA
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Joel Adams & Associates’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Joel Adams & Associates’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 		$210K Sell
5,427
-1,930
-26% -$77.4K 0.16% 64
2025
Q4 		$288K Sell
7,357
-2,329
-24% -$90.5K 0.22% 55
2025
Q3 		$375K Hold
9,686
– – 0.3% 46
2025
Q2 		$349K Buy
+9,686
New +$331K 0.31% 43

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 $952M AUM 22.68% 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

Joel Adams & Associates's NUMV Position: Q1 2026 in Review

Joel Adams & Associates reduced its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 26% in Q1 2026, selling an estimated $77.4K and leaving 5,427 shares worth $210K. The position accounts for 0.16% of the portfolio, ranked #64.

Joel Adams & Associates first reported a position in NUMV in Q2 2025 and has held it in 4 quarters since. The position peaked at $375K in Q3 2025. 132 funds tracked by Wall St. Rank hold NUMV as of Q1 2026.

  • Joel Adams & Associates held 5,427 shares of Nuveen ESG Mid-Cap Value ETF worth $210K as of Q1 2026.
  • Joel Adams & Associates sold 1,930 Nuveen ESG Mid-Cap Value ETF shares in Q1 2026, an estimated $77.4K.
  • Nuveen ESG Mid-Cap Value ETF made up 0.16% of Joel Adams & Associates's portfolio in Q1 2026, its #64 holding.
  • Joel Adams & Associates first reported a position in Nuveen ESG Mid-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Joel Adams & Associates's Nuveen ESG Mid-Cap Value ETF position peaked at $375K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.