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MAI Capital Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

MAI Capital Management’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
2026
Q1 		$18.9K Buy
459
+35
+8% +$1.56K ﹤0.01% 2826
2025
Q4 		$20.2K Buy
424
+8
+2% +$383 ﹤0.01% 2509
2025
Q3 		$20.3K Buy
416
+7
+2% +$339 ﹤0.01% 2396
2025
Q2 		$19.8K Hold
409
– – ﹤0.01% 2353
2025
Q1 		$17.6K Hold
409
– – ﹤0.01% 2242
2024
Q4 		$19.4K Buy
+409
New +$19.5K ﹤0.01% 2233

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MAI Capital Management's NUMG Position: Q1 2026 in Review

MAI Capital Management increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 8.3% in Q1 2026, buying an estimated $1.56K and bringing the position to 459 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2826.

MAI Capital Management first reported a position in NUMG in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.3K in Q3 2025. 134 funds tracked by Wall St. Rank hold NUMG as of Q1 2026.

  • MAI Capital Management held 459 shares of Nuveen ESG Mid-Cap Growth ETF worth $18.9K as of Q1 2026.
  • MAI Capital Management bought 35 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.56K.
  • Nuveen ESG Mid-Cap Growth ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2826 holding.
  • MAI Capital Management first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's Nuveen ESG Mid-Cap Growth ETF position peaked at $20.3K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.