Mercer Global Advisors’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Mercer Global Advisors’s Portfolio NUW Stock Details NUW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.54K	Buy	+524	New	+$7.43K	﹤0.01%	5227

Other funds holding NUW

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

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

WAM

Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Mercer Global Advisors's NUW Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Nuveen AMT-Free Municipal Value Fund (NUW) in Q2 2026: 524 shares worth $7.54K. The stake represents ﹤0.01% of the portfolio and ranks #5227 among its holdings.

56 funds tracked by Wall St. Rank hold NUW as of Q2 2026.

Mercer Global Advisors held 524 shares of Nuveen AMT-Free Municipal Value Fund worth $7.54K as of Q2 2026.
Nuveen AMT-Free Municipal Value Fund was a new Mercer Global Advisors position in Q2 2026.
Nuveen AMT-Free Municipal Value Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5227 holding.
56 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.