Milestone Investment Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,000	Closed	-$144K	–	333
2023 Q1	$144K	Hold	5,000	–	–	0.04%	124
2022 Q4	$149K	Buy	+5,000	New	+$149K	0.05%	67