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Lindbrook Capital’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Lindbrook Capital’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
2024
Q3 		– Sell
-5,500
Closed -$182K – 2884
2024
Q2 		$182K Buy
+5,500
New +$182K 0.02% 379

Other funds holding NUMV

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Lindbrook Capital's NUMV Position: Q3 2024 in Review

Lindbrook Capital sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q3 2024, closing a stake of 5,500 shares — an estimated $182K sold.

Lindbrook Capital first reported a position in NUMV in Q2 2024 and held it in 1 quarter. The position peaked at $182K in Q2 2024. 116 funds tracked by Wall St. Rank hold NUMV as of Q3 2024.

  • Lindbrook Capital reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Lindbrook Capital sold 5,500 Nuveen ESG Mid-Cap Value ETF shares in Q3 2024, an estimated $182K.
  • Lindbrook Capital first reported a position in Nuveen ESG Mid-Cap Value ETF in Q2 2024 and held it in 1 quarter.
  • Lindbrook Capital's Nuveen ESG Mid-Cap Value ETF position peaked at $182K in Q2 2024.
  • 116 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2024.

Based on Lindbrook Capital's 13F filing for Q3 2024, filed 1 Nov 2024.