Mariner
NUMV icon

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

Mariner’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
2026
Q1 		$1.67M Buy
43,074
+5,135
+14% +$206K ﹤0.01% 1627
2025
Q4 		$1.48M Buy
37,939
+11,819
+45% +$459K ﹤0.01% 1674
2025
Q3 		$1.01M Hold
26,120
– – ﹤0.01% 1898
2025
Q2 		$942K Hold
26,120
– – ﹤0.01% 1837
2025
Q1 		$894K Hold
26,120
– – ﹤0.01% 1770
2024
Q4 		$909K Sell
26,120
-222
-0.8% -$8.14K ﹤0.01% 1731
2024
Q3 		$970K Buy
26,342
+6,856
+35% +$239K ﹤0.01% 1630
2024
Q2 		$644K Buy
19,486
+6,107
+46% +$203K ﹤0.01% 1860
2024
Q1 		$458K Buy
+13,379
New +$426K ﹤0.01% 2095

Other funds holding NUMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return