Marshall Financial Group (Maryland)’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Marshall Financial Group (Maryland)’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 Q2	$204K	Buy	+4,336	New	+$194K	0.03%	304
2024 Q4	–	Sell	-4,940	Closed	-$221K	–	230
2024 Q3	$221K	Hold	4,940	–	–	0.05%	201
2024 Q2	$207K	Sell	4,940 -46	-0.9%	-$1.95K	0.06%	164
2024 Q1	$222K	Buy	4,986 +37	+0.7%	+$1.59K	0.06%	167
2023 Q4	$209K	Sell	4,949 -1,026	-17%	-$39K	0.07%	171
2023 Q3	$219K	Sell	5,975 -46	-0.8%	-$1.78K	0.08%	154
2023 Q2	$235K	Buy	+6,021	New	+$223K	0.08%	156

Other funds holding NUMG

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

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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Marshall Financial Group (Maryland)'s NUMG Position: Q2 2026 in Review

Marshall Financial Group (Maryland) opened a new position in Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2026: 4,336 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #304 among its holdings. This is a return to the name: Marshall Financial Group (Maryland) previously reported a position in NUMG as recently as Q3 2024.

Marshall Financial Group (Maryland) first reported a position in NUMG in Q2 2023 and has held it in 7 quarters since. The position peaked at $235K in Q2 2023. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

Marshall Financial Group (Maryland) held 4,336 shares of Nuveen ESG Mid-Cap Growth ETF worth $204K as of Q2 2026.
Nuveen ESG Mid-Cap Growth ETF was a new Marshall Financial Group (Maryland) position in Q2 2026.
Nuveen ESG Mid-Cap Growth ETF made up 0.03% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #304 holding.
Marshall Financial Group (Maryland) first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2023 and has held it in 7 quarters since.
Marshall Financial Group (Maryland)'s Nuveen ESG Mid-Cap Growth ETF position peaked at $235K in Q2 2023.
134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.