Laurel Wealth Planning’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Laurel Wealth Planning’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
2023 Q2	–	Sell	-144,384	Closed	-$4.14M	–	59
2023 Q1	$4.14M	Buy	144,384 +17,139	+13%	+$520K	2.74%	8
2022 Q4	$3.79M	Buy	127,245 +24,053	+23%	+$741K	2.44%	12
2022 Q3	$2.93M	Buy	103,192 +21,320	+26%	+$683K	2.16%	15
2022 Q2	$2.51M	Buy	81,872 +21,426	+35%	+$721K	1.76%	20
2022 Q1	$2.18M	Buy	+60,446	New	+$2.16M	1.47%	23

Other funds holding NUMV

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Laurel Wealth Planning's NUMV Position: Q2 2023 in Review

Laurel Wealth Planning sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q2 2023, closing a stake of 144,384 shares — an estimated $4.14M sold.

Laurel Wealth Planning first reported a position in NUMV in Q1 2022 and held it in 5 quarters. The position peaked at $4.14M in Q1 2023. 105 funds tracked by Wall St. Rank hold NUMV as of Q2 2023.

Laurel Wealth Planning reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
Laurel Wealth Planning sold 144,384 Nuveen ESG Mid-Cap Value ETF shares in Q2 2023, an estimated $4.14M.
Laurel Wealth Planning first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2022 and held it in 5 quarters.
Laurel Wealth Planning's Nuveen ESG Mid-Cap Value ETF position peaked at $4.14M in Q1 2023.
105 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2023.

Based on Laurel Wealth Planning's 13F filing for Q2 2023, filed 19 Jul 2023.