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

LexAurum 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	$455K	Buy	10,456 +455	+5%	+$19K	0.05%	261
2026 Q1	$388K	Buy	+10,001	New	+$401K	0.05%	279
2025 Q3	$401K	Sell	10,374 -2,347	-18%	-$88K	0.06%	241
2025 Q2	$459K	Buy	12,721 +40	+0.3%	+$1.37K	0.07%	210
2025 Q1	$434K	Buy	12,681 +1,355	+12%	+$47.6K	0.08%	210
2024 Q4	$394K	Buy	11,326 +671	+6%	+$24.6K	0.08%	214
2024 Q3	$393K	Buy	+10,655	New	+$371K	0.09%	197

Other funds holding NUMV

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

LexAurum Advisors's NUMV Position: Q2 2026 in Review

LexAurum Advisors increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 4.5% in Q2 2026, buying an estimated $19K and bringing the position to 10,456 shares worth $455K. The position accounts for 0.05% of the portfolio, ranked #261.

LexAurum Advisors first reported a position in NUMV in Q3 2024 and has held it in 7 quarters since. The position peaked at $459K in Q2 2025. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

LexAurum Advisors held 10,456 shares of Nuveen ESG Mid-Cap Value ETF worth $455K as of Q2 2026.
LexAurum Advisors bought 455 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $19K.
Nuveen ESG Mid-Cap Value ETF made up 0.05% of LexAurum Advisors's portfolio in Q2 2026, its #261 holding.
LexAurum Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
LexAurum Advisors's Nuveen ESG Mid-Cap Value ETF position peaked at $459K in Q2 2025.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.