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Marshall Investment Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Marshall Investment 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
Q2 		$103K Buy
2,202
+258
+13% +$11.6K 0.04% 97
2026
Q1 		$79.9K Buy
+1,944
New +$86.5K 0.04% 105
2025
Q2 		– Sell
-1,818
Closed -$78K – 157
2025
Q1 		$78K Sell
1,818
-16
-0.9% -$747 0.05% 95
2024
Q4 		$82.2K Buy
+1,834
New +$87.5K 0.05% 91

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Marshall Investment Management's NUMG Position: Q2 2026 in Review

Marshall Investment Management increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 13% in Q2 2026, buying an estimated $11.6K and bringing the position to 2,202 shares worth $103K. The position accounts for 0.04% of the portfolio, ranked #97.

Marshall Investment Management first reported a position in NUMG in Q4 2024 and has held it in 4 quarters since. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • Marshall Investment Management held 2,202 shares of Nuveen ESG Mid-Cap Growth ETF worth $103K as of Q2 2026.
  • Marshall Investment Management bought 258 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $11.6K.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.04% of Marshall Investment Management's portfolio in Q2 2026, its #97 holding.
  • Marshall Investment Management first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.