Macroview Investment Management’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Macroview Investment Management’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 Q4	–	Sell	-8	Closed	-$299	–	383
2024 Q3	$299	Hold	8	–	–	﹤0.01%	553
2024 Q2	$268	Hold	8	–	–	﹤0.01%	557
2024 Q1	$277	Hold	8	–	–	﹤0.01%	609
2023 Q4	$256	Hold	8	–	–	﹤0.01%	595
2023 Q3	$226	Hold	8	–	–	﹤0.01%	758
2023 Q2	$235	Hold	8	–	–	﹤0.01%	467
2023 Q1	$228	Hold	8	–	–	﹤0.01%	431
2022 Q4	$236	Buy	8 +1	+14%	+$31	﹤0.01%	440
2022 Q3	$0	Hold	7	–	–	﹤0.01%	489
2022 Q2	$0	Hold	7	–	–	﹤0.01%	490
2022 Q1	$0	Hold	7	–	–	﹤0.01%	461
2021 Q4	$0	Hold	7	–	–	﹤0.01%	437
2021 Q3	$0	Buy	7 +3	+75%	+$110	﹤0.01%	441
2021 Q2	$0	Buy	+4	New	+$145	﹤0.01%	429

Other funds holding NUMV

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

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 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

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Macroview Investment Management's NUMV Position: Q4 2024 in Review

Macroview Investment Management sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q4 2024, closing a stake of 8 shares — an estimated $299 sold.

Macroview Investment Management first reported a position in NUMV in Q2 2021 and held it in 14 quarters. The position peaked at $299 in Q3 2024. 126 funds tracked by Wall St. Rank hold NUMV as of Q4 2024.

Macroview Investment Management reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 8 Nuveen ESG Mid-Cap Value ETF shares in Q4 2024, an estimated $299.
Macroview Investment Management first reported a position in Nuveen ESG Mid-Cap Value ETF in Q2 2021 and held it in 14 quarters.
Macroview Investment Management's Nuveen ESG Mid-Cap Value ETF position peaked at $299 in Q3 2024.
126 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.