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

McAdam LLC’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 Q2	$273K	Sell	6,288 -608	-9%	-$25.4K	0.01%	396
2026 Q1	$267K	Buy	6,896 +5	+0.1%	+$201	0.01%	364
2025 Q4	$269K	Sell	6,891 -23	-0.3%	-$893	0.01%	344
2025 Q3	$268K	Sell	6,914 -78	-1%	-$2.92K	0.01%	329
2025 Q2	$252K	Buy	6,992 +544	+8%	+$18.6K	0.01%	324
2025 Q1	$221K	Buy	+6,448	New	+$226K	0.01%	312

Other funds holding NUMV

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

TCIIS

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

McAdam LLC's NUMV Position: Q2 2026 in Review

McAdam LLC reduced its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 8.8% in Q2 2026, selling an estimated $25.4K and leaving 6,288 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #396.

McAdam LLC first reported a position in NUMV in Q1 2025 and has held it in 6 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

McAdam LLC held 6,288 shares of Nuveen ESG Mid-Cap Value ETF worth $273K as of Q2 2026.
McAdam LLC sold 608 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $25.4K.
Nuveen ESG Mid-Cap Value ETF made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #396 holding.
McAdam LLC first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.