McClarren Financial Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

McClarren Financial Advisors’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	$228K	Buy	+5,235	New	+$219K	0.12%	79
2025 Q2	–	Sell	-4,919	Closed	-$168K	–	220
2025 Q1	$168K	Hold	4,919	–	–	0.11%	77
2024 Q4	$171K	Buy	4,919 +88	+2%	+$3.23K	0.48%	37
2024 Q3	$177K	Buy	4,831 +4,798	+14,539%	+$167K	0.02%	77
2024 Q2	$159K	Sell	33 -4,799	-99%	-$159K	0.11%	81
2024 Q1	$166K	Hold	4,832	–	–	0.12%	78
2023 Q4	$152K	Buy	4,832 +106	+2%	+$3.06K	0.12%	83
2023 Q3	$134K	Hold	4,726	–	–	0.12%	84
2023 Q2	$140K	Hold	4,726	–	–	0.12%	83
2023 Q1	$135K	Hold	4,726	–	–	0.12%	83
2022 Q4	$140K	Sell	4,726 -79	-2%	-$2.43K	0.13%	83
2022 Q3	$136K	Buy	+4,805	New	+$154K	0.14%	75
2022 Q2	–	Sell	-4,805	Closed	-$173K	–	184
2022 Q1	$173K	Sell	4,805 -142	-3%	-$5.08K	0.13%	64
2021 Q4	$183K	Buy	4,947 +318	+7%	+$12.1K	0.12%	66
2021 Q3	$167K	Buy	+4,629	New	+$170K	0.13%	61

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

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

McClarren Financial Advisors opened a new position in Nuveen ESG Mid-Cap Value ETF (NUMV) in Q2 2026: 5,235 shares worth $228K. The stake represents 0.12% of the portfolio and ranks #79 among its holdings. This is a return to the name: McClarren Financial Advisors previously reported a position in NUMV as recently as Q1 2025.

McClarren Financial Advisors first reported a position in NUMV in Q3 2021 and has held it in 15 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

McClarren Financial Advisors held 5,235 shares of Nuveen ESG Mid-Cap Value ETF worth $228K as of Q2 2026.
Nuveen ESG Mid-Cap Value ETF was a new McClarren Financial Advisors position in Q2 2026.
Nuveen ESG Mid-Cap Value ETF made up 0.12% of McClarren Financial Advisors's portfolio in Q2 2026, its #79 holding.
McClarren Financial Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2021 and has held it in 15 quarters since.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

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