Millstone Evans Group’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Millstone Evans Group’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
2026 Q2	$22.6K	Hold	519	–	–	0.01%	483
2026 Q1	$20.1K	Hold	519	–	–	0.01%	478
2025 Q4	$20.3K	Hold	519	–	–	0.01%	469
2025 Q3	$20.1K	Hold	519	–	–	0.01%	453
2025 Q2	$18.7K	Hold	519	–	–	0.01%	455
2025 Q1	$17.8K	Hold	519	–	–	0.01%	456
2024 Q4	$18.1K	Buy	+519	New	+$19K	0.01%	431

Other funds holding NUMV

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Millstone Evans Group's NUMV Position: Q2 2026 in Review

Millstone Evans Group held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q2 2026 at 519 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #483.

Millstone Evans Group first reported a position in NUMV in Q4 2024 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

Millstone Evans Group held 519 shares of Nuveen ESG Mid-Cap Value ETF worth $22.6K as of Q2 2026.
Millstone Evans Group left its Nuveen ESG Mid-Cap Value ETF share count unchanged in Q2 2026.
Nuveen ESG Mid-Cap Value ETF made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #483 holding.
Millstone Evans Group first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.