Key Financial Inc’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Key Financial Inc’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
2024 Q4	–	Sell	-583	Closed	-$26.1K	–	1398
2024 Q3	$26.1K	Hold	583	–	–	0.01%	593
2024 Q2	$24.4K	Hold	583	–	–	0.01%	596
2024 Q1	$25.9K	Hold	583	–	–	0.01%	563
2023 Q4	$24.7K	Hold	583	–	–	0.01%	551
2023 Q3	$21.4K	Hold	583	–	–	0.01%	553
2023 Q2	$22.8K	Hold	583	–	–	0.01%	549
2023 Q1	$22.3K	Hold	583	–	–	0.01%	526
2022 Q4	$19.2K	Hold	583	–	–	0.01%	502
2022 Q3	$19K	Hold	583	–	–	0.01%	505
2022 Q2	$20K	Hold	583	–	–	0.01%	506
2022 Q1	$26K	Hold	583	–	–	0.01%	460
2021 Q4	$29K	Buy	583 +103	+21%	+$5.69K	0.01%	423
2021 Q3	$26K	Hold	480	–	–	0.01%	427
2021 Q2	$27K	Hold	480	–	–	0.02%	425
2021 Q1	$24K	Buy	+480	New	+$24.1K	0.02%	373

Other funds holding NUMG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Key Financial Inc's NUMG Position: Q4 2024 in Review

Key Financial Inc sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q4 2024, closing a stake of 583 shares — an estimated $26.1K sold.

Key Financial Inc first reported a position in NUMG in Q1 2021 and held it in 15 quarters. The position peaked at $29K in Q4 2021. 138 funds tracked by Wall St. Rank hold NUMG as of Q4 2024.

Key Financial Inc reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Key Financial Inc sold 583 Nuveen ESG Mid-Cap Growth ETF shares in Q4 2024, an estimated $26.1K.
Key Financial Inc first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2021 and held it in 15 quarters.
Key Financial Inc's Nuveen ESG Mid-Cap Growth ETF position peaked at $29K in Q4 2021.
138 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q4 2024.

Based on Key Financial Inc's 13F filing for Q4 2024, filed 31 Jan 2025.