LEA
NUMV icon

Legacy Edge Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Legacy Edge Advisors’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
Q2 		$208K Buy
+4,790
New +$200K 0.02% 233
2024
Q1 		– Sell
-7,275
Closed -$229K – 172
2023
Q4 		$229K Buy
+7,275
New +$210K 0.05% 145

Other funds holding NUMV

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Edge Advisors's NUMV Position: Q2 2026 in Review

Legacy Edge Advisors opened a new position in Nuveen ESG Mid-Cap Value ETF (NUMV) in Q2 2026: 4,790 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #233 among its holdings. This is a return to the name: Legacy Edge Advisors previously reported a position in NUMV as recently as Q4 2023.

Legacy Edge Advisors first reported a position in NUMV in Q4 2023 and has held it in 2 quarters since. The position peaked at $229K in Q4 2023. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • Legacy Edge Advisors held 4,790 shares of Nuveen ESG Mid-Cap Value ETF worth $208K as of Q2 2026.
  • Nuveen ESG Mid-Cap Value ETF was a new Legacy Edge Advisors position in Q2 2026.
  • Nuveen ESG Mid-Cap Value ETF made up 0.02% of Legacy Edge Advisors's portfolio in Q2 2026, its #233 holding.
  • Legacy Edge Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2023 and has held it in 2 quarters since.
  • Legacy Edge Advisors's Nuveen ESG Mid-Cap Value ETF position peaked at $229K in Q4 2023.
  • 130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.