McClarren Financial Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

McClarren Financial Advisors’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	$352K	Buy	7,494 +179	+2%	+$8.03K	0.18%	63
2026 Q1	$300K	Buy	7,315 +5,463	+295%	+$243K	0.18%	68
2025 Q4	$349K	Sell	1,852 -3,850	-68%	-$184K	0.21%	58
2025 Q3	$356K	Sell	5,702 -1,612	-22%	-$78.2K	0.22%	56
2025 Q2	$354K	Buy	7,314 +1,624	+29%	+$72.9K	0.23%	54
2025 Q1	$310K	Sell	5,690 -1,551	-21%	-$72.4K	0.2%	58
2024 Q4	$343K	Buy	7,241 +3	+0%	+$143	0.96%	18
2024 Q3	$324K	Buy	7,238 +7,029	+3,363%	+$298K	0.04%	62
2024 Q2	$302K	Sell	209 -7,028	-97%	-$298K	0.21%	57
2024 Q1	$322K	Buy	7,237 +586	+9%	+$25.1K	0.23%	56
2023 Q4	$282K	Sell	6,651 -1,446	-18%	-$55K	0.21%	59
2023 Q3	$296K	Sell	8,097 -3,853	-32%	-$149K	0.26%	55
2023 Q2	$466K	Buy	11,950 +3,186	+36%	+$118K	0.39%	44
2023 Q1	$331K	Sell	8,764 -3	-0%	-$113	0.3%	52
2022 Q4	$308K	Buy	8,767 +104	+1%	+$3.62K	0.29%	54
2022 Q3	$285K	Buy	+8,663	New	+$320K	0.28%	54
2022 Q2	–	Sell	-8,663	Closed	-$379K	–	183
2022 Q1	$379K	Sell	8,663 -4	-0%	-$173	0.27%	44
2021 Q4	$427K	Buy	8,667 +8,180	+1,680%	+$452K	0.29%	43
2021 Q3	$26K	Hold	487	–	–	0.02%	151
2021 Q2	$26K	Buy	+487	New	+$25.3K	0.02%	160

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

McClarren Financial Advisors's NUMG Position: Q2 2026 in Review

McClarren Financial Advisors increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 2.4% in Q2 2026, buying an estimated $8.03K and bringing the position to 7,494 shares worth $352K. The position accounts for 0.18% of the portfolio, ranked #63.

McClarren Financial Advisors first reported a position in NUMG in Q2 2021 and has held it in 20 quarters since. The position peaked at $466K in Q2 2023. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

McClarren Financial Advisors held 7,494 shares of Nuveen ESG Mid-Cap Growth ETF worth $352K as of Q2 2026.
McClarren Financial Advisors bought 179 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $8.03K.
Nuveen ESG Mid-Cap Growth ETF made up 0.18% of McClarren Financial Advisors's portfolio in Q2 2026, its #63 holding.
McClarren Financial Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2021 and has held it in 20 quarters since.
McClarren Financial Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $466K in Q2 2023.
134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.