MFA
NUMV icon

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
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 		$177 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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return