Koss-Olinger Consulting’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Koss-Olinger Consulting’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
2023 Q3	–	Sell	-28,034	Closed	-$1.09M	–	296
2023 Q2	$1.09M	Buy	28,034 +1,166	+4%	+$43.3K	0.13%	87
2023 Q1	$1.03M	Buy	26,868 +163	+0.6%	+$6.14K	0.13%	89
2022 Q4	$940K	Hold	26,705	–	–	0.14%	89
2022 Q3	$880K	Buy	26,705 +1,032	+4%	+$38.1K	0.15%	62
2022 Q2	$881K	Buy	25,673 +1,933	+8%	+$72.9K	0.16%	57
2022 Q1	$1.04M	Buy	23,740 +11,681	+97%	+$504K	0.17%	57
2021 Q4	$593K	Buy	12,059 +2,211	+22%	+$122K	0.09%	92
2021 Q3	$536K	Buy	9,848 +1,594	+19%	+$89.2K	0.09%	108
2021 Q2	$451K	Buy	8,254 +492	+6%	+$25.6K	0.07%	146
2021 Q1	$389K	Buy	+7,762	New	+$390K	0.07%	153

Other funds holding NUMG

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Koss-Olinger Consulting's NUMG Position: Q3 2023 in Review

Koss-Olinger Consulting sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q3 2023, closing a stake of 28,034 shares — an estimated $1.09M sold.

Koss-Olinger Consulting first reported a position in NUMG in Q1 2021 and held it in 10 quarters. The position peaked at $1.09M in Q2 2023. 117 funds tracked by Wall St. Rank hold NUMG as of Q3 2023.

Koss-Olinger Consulting reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
Koss-Olinger Consulting sold 28,034 Nuveen ESG Mid-Cap Growth ETF shares in Q3 2023, an estimated $1.09M.
Koss-Olinger Consulting first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2021 and held it in 10 quarters.
Koss-Olinger Consulting's Nuveen ESG Mid-Cap Growth ETF position peaked at $1.09M in Q2 2023.
117 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q3 2023.

Based on Koss-Olinger Consulting's 13F filing for Q3 2023, filed 11 Oct 2023.