Mascoma Wealth Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Mascoma Wealth 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
2023 Q3	–	Sell	-35	Closed	-$1.38K	–	512
2023 Q2	$1.38K	Hold	35	–	–	﹤0.01%	456
2023 Q1	$1.28K	Hold	35	–	–	﹤0.01%	559
2022 Q4	$1.23K	Hold	35	–	–	﹤0.01%	578
2022 Q3	$1K	Sell	35 -11	-24%	-$406	﹤0.01%	582
2022 Q2	$2K	Hold	46	–	–	﹤0.01%	569
2022 Q1	$2K	Buy	46 +35	+318%	+$1.51K	﹤0.01%	557
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	518
2021 Q3	$1K	Buy	+11	New	+$616	﹤0.01%	434
2021 Q2	–	Sell	-1,404	Closed	-$70K	–	335
2021 Q1	$70K	Sell	1,404 -5,978	-81%	-$300K	0.03%	176
2020 Q4	$365K	Buy	+7,382	New	+$345K	0.18%	68
2019 Q3	–	Sell	-2,608	Closed	-$88K	–	253
2019 Q2	$88K	Buy	2,608 +618	+31%	+$20K	0.06%	124
2019 Q1	$62K	Buy	1,990 +518	+35%	+$15.2K	0.04%	136
2018 Q4	$39K	Buy	1,472 +339	+30%	+$10.2K	0.03%	157
2018 Q3	$39K	Buy	1,133 +1,048	+1,233%	+$34.7K	0.03%	177
2018 Q2	$3K	Buy	+85	New	+$2.6K	﹤0.01%	344

Other funds holding NUMG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mascoma Wealth Management's NUMG Position: Q3 2023 in Review

Mascoma Wealth Management sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q3 2023, closing a stake of 35 shares — an estimated $1.38K sold.

Mascoma Wealth Management first reported a position in NUMG in Q2 2018 and held it in 15 quarters. The position peaked at $365K in Q4 2020. 117 funds tracked by Wall St. Rank hold NUMG as of Q3 2023.

Mascoma Wealth Management reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
Mascoma Wealth Management sold 35 Nuveen ESG Mid-Cap Growth ETF shares in Q3 2023, an estimated $1.38K.
Mascoma Wealth Management first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2018 and held it in 15 quarters.
Mascoma Wealth Management's Nuveen ESG Mid-Cap Growth ETF position peaked at $365K in Q4 2020.
117 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q3 2023.

Based on Mascoma Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.