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	–	384
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%	443
2021 Q2	$0	Buy	+4	New	+$145	﹤0.01%	432

Other funds holding NUMV

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return