MFG
NUMG icon

Merit Financial Group’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Merit Financial Group’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 		$298K Sell
6,352
-45
-0.7% -$2.02K ﹤0.01% 1817
2026
Q1 		$263K Sell
6,397
-39
-0.6% -$1.74K ﹤0.01% 1741
2025
Q4 		$307K Buy
6,436
+160
+3% +$7.66K ﹤0.01% 1556
2025
Q3 		$306K Hold
6,276
– – ﹤0.01% 1440
2025
Q2 		$304K Hold
6,276
– – ﹤0.01% 1332
2025
Q1 		$269K Buy
6,276
+39
+0.6% +$1.82K ﹤0.01% 1166
2024
Q4 		$296K Hold
6,237
– – 0.01% 931
2024
Q3 		$280K Buy
6,237
+308
+5% +$13.1K 0.01% 689
2024
Q2 		$248K Hold
5,929
– – 0.01% 783
2024
Q1 		$251K Hold
5,929
– – 0.01% 765
2023
Q4 		$251K Hold
5,929
– – 0.01% 668
2023
Q3 		$217K Sell
5,929
-153
-3% -$5.93K 0.01% 679
2023
Q2 		$237K Sell
6,082
-7
-0.1% -$260 0.01% 660
2023
Q1 		$233K Hold
6,089
– – 0.01% 567
2022
Q4 		$214K Sell
6,089
-1,836
-23% -$63.9K 0.01% 609
2022
Q3 		$261K Sell
7,925
-18
-0.2% -$664 0.01% 470
2022
Q2 		$273K Hold
7,943
– – 0.01% 464
2022
Q1 		$348K Hold
7,943
– – 0.02% 285
2021
Q4 		$391K Hold
7,943
– – 0.04% 191
2021
Q3 		$432K Hold
7,943
– – 0.05% 173
2021
Q2 		$434K Hold
7,943
– – 0.04% 171
2021
Q1 		$398K Buy
7,943
+1,196
+18% +$60.1K 0.04% 170
2020
Q4 		$334K Buy
6,747
+1,018
+18% +$47.6K 0.03% 162
2020
Q3 		$242K Hold
5,729
– – 0.02% 193
2020
Q2 		$223K Buy
+5,729
New +$202K 0.02% 191
2020
Q1 		– Sell
-5,729
Closed -$202K – 239
2019
Q4 		$202K Buy
+5,729
New +$194K 0.02% 224

Other funds holding NUMG

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MFA
McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Merit Financial Group's NUMG Position: Q2 2026 in Review

Merit Financial Group reduced its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 0.7% in Q2 2026, selling an estimated $2.02K and leaving 6,352 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

Merit Financial Group first reported a position in NUMG in Q4 2019 and has held it in 26 quarters since. The position peaked at $434K in Q2 2021. 16 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • Merit Financial Group held 6,352 shares of Nuveen ESG Mid-Cap Growth ETF worth $298K as of Q2 2026.
  • Merit Financial Group sold 45 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.02K.
  • Nuveen ESG Mid-Cap Growth ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1817 holding.
  • Merit Financial Group first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Merit Financial Group's Nuveen ESG Mid-Cap Growth ETF position peaked at $434K in Q2 2021.
  • 16 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

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