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

Milestone Investment 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
2023
Q2 		– Sell
-5,000
Closed -$144K – 333
2023
Q1 		$144K Hold
5,000
– – 0.04% 124
2022
Q4 		$149K Buy
+5,000
New +$154K 0.05% 67

Other funds holding NUMV

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Milestone Investment Advisors's NUMV Position: Q2 2023 in Review

Milestone Investment Advisors sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q2 2023, closing a stake of 5,000 shares — an estimated $144K sold.

Milestone Investment Advisors first reported a position in NUMV in Q4 2022 and held it in 2 quarters. The position peaked at $149K in Q4 2022. 105 funds tracked by Wall St. Rank hold NUMV as of Q2 2023.

  • Milestone Investment Advisors reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 5,000 Nuveen ESG Mid-Cap Value ETF shares in Q2 2023, an estimated $144K.
  • Milestone Investment Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2022 and held it in 2 quarters.
  • Milestone Investment Advisors's Nuveen ESG Mid-Cap Value ETF position peaked at $149K in Q4 2022.
  • 105 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2023.

Based on Milestone Investment Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.