Lugano Financial Advisors SA (LFA)’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2025 Q2	–	Sell	-46,520	Closed	-$2M	–	255
2025 Q1	$2M	Hold	46,520	–	–	1.36%	25
2024 Q4	$2.2M	Hold	46,520	–	–	1.44%	25
2024 Q3	$2.09M	Hold	46,520	–	–	1.42%	24
2024 Q2	$1.95M	Sell	46,520 -5,401	-10%	-$229K	1.48%	24
2024 Q1	$2.31M	Hold	51,921	–	–	1.68%	21
2023 Q4	$2.2M	Buy	51,921 +14,157	+37%	+$538K	1.73%	20
2023 Q3	$1.38M	Buy	37,764 +7,100	+23%	+$275K	1.19%	24
2023 Q2	$1.2M	Hold	30,664	–	–	0.8%	31
2023 Q1	$1.17M	Hold	30,664	–	–	0.89%	30
2022 Q4	$1.08M	Hold	30,664	–	–	0.8%	30
2022 Q3	$1.01M	Hold	30,664	–	–	0.79%	32
2022 Q2	$1.05M	Hold	30,664	–	–	0.74%	35
2022 Q1	$1.34M	Sell	30,664 -11,250	-27%	-$485K	0.9%	31
2021 Q4	$2.06M	Hold	41,914	–	–	1.19%	27
2021 Q3	$2.28M	Hold	41,914	–	–	1.5%	23
2021 Q2	$2.29M	Hold	41,914	–	–	1.44%	23
2021 Q1	$2.1M	Hold	41,914	–	–	1.47%	22
2020 Q4	$2.07M	Sell	41,914 -7,794	-16%	-$365K	1.6%	18
2020 Q3	$2.16M	Hold	49,708	–	–	2%	14
2020 Q2	$1.94M	Buy	+49,708	New	+$1.76M	2.05%	13

Other funds holding NUMG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s NUMG Position: Q2 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2025, closing a stake of 46,520 shares — an estimated $2M sold.

Lugano Financial Advisors SA (LFA) first reported a position in NUMG in Q2 2020 and held it in 20 quarters. The position peaked at $2.31M in Q1 2024. 130 funds tracked by Wall St. Rank hold NUMG as of Q2 2025.

Lugano Financial Advisors SA (LFA) reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 46,520 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2025, an estimated $2M.
Lugano Financial Advisors SA (LFA) first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2020 and held it in 20 quarters.
Lugano Financial Advisors SA (LFA)'s Nuveen ESG Mid-Cap Growth ETF position peaked at $2.31M in Q1 2024.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2025, filed 7 Aug 2025.