MFA
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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
Q3 		$216K Sell
5,095
-140
-3% -$6.21K 0.11% 80
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

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
BA
Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return

McClarren Financial Advisors's NUMV Position: Q3 2026 in Review

McClarren Financial Advisors reduced its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 2.7% in Q3 2026, selling an estimated $6.21K and leaving 5,095 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #80.

McClarren Financial Advisors first reported a position in NUMV in Q3 2021 and has held it in 16 quarters since. The position peaked at $228K in Q2 2026. 12 funds tracked by Wall St. Rank hold NUMV as of Q3 2026.

  • McClarren Financial Advisors held 5,095 shares of Nuveen ESG Mid-Cap Value ETF worth $216K as of Q3 2026.
  • McClarren Financial Advisors sold 140 Nuveen ESG Mid-Cap Value ETF shares in Q3 2026, an estimated $6.21K.
  • Nuveen ESG Mid-Cap Value ETF made up 0.11% of McClarren Financial Advisors's portfolio in Q3 2026, its #80 holding.
  • McClarren Financial Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2021 and has held it in 16 quarters since.
  • McClarren Financial Advisors's Nuveen ESG Mid-Cap Value ETF position peaked at $228K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2026.

Based on McClarren Financial Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.