MJT & Associates Financial Advisory’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

MJT & Associates Financial Advisory’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	$45.1K	Sell	960 -111	-10%	-$4.98K	0.03%	86
2026 Q1	$44K	Hold	1,071	–	–	0.03%	87
2025 Q4	$51.1K	Hold	1,071	–	–	0.04%	81
2025 Q3	$52.1K	Hold	1,071	–	–	0.04%	78
2025 Q2	$51.9K	Sell	1,071 -451	-30%	-$20.2K	0.06%	96
2025 Q1	$65.3K	Buy	+1,522	New	+$71.1K	0.06%	94

Other funds holding NUMG

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

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

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

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

TCIIS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MJT & Associates Financial Advisory's NUMG Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 10% in Q2 2026, selling an estimated $4.98K and leaving 960 shares worth $45.1K. The position accounts for 0.03% of the portfolio, ranked #86.

MJT & Associates Financial Advisory first reported a position in NUMG in Q1 2025 and has held it in 6 quarters since. The position peaked at $65.3K in Q1 2025. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

MJT & Associates Financial Advisory held 960 shares of Nuveen ESG Mid-Cap Growth ETF worth $45.1K as of Q2 2026.
MJT & Associates Financial Advisory sold 111 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.98K.
Nuveen ESG Mid-Cap Growth ETF made up 0.03% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #86 holding.
MJT & Associates Financial Advisory first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
MJT & Associates Financial Advisory's Nuveen ESG Mid-Cap Growth ETF position peaked at $65.3K in Q1 2025.
134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.