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MONECO Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

MONECO Advisors’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
2025
Q1 		– Sell
-5,981
Closed -$283K – 483
2024
Q4 		$283K Sell
5,981
-137
-2% -$6.54K 0.03% 381
2024
Q3 		$274K Sell
6,118
-133
-2% -$5.64K 0.03% 361
2024
Q2 		$261K Buy
+6,251
New +$265K 0.04% 347

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MONECO Advisors's NUMG Position: Q1 2025 in Review

MONECO Advisors sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2025, closing a stake of 5,981 shares — an estimated $283K sold.

MONECO Advisors first reported a position in NUMG in Q2 2024 and held it in 3 quarters. The position peaked at $283K in Q4 2024. 136 funds tracked by Wall St. Rank hold NUMG as of Q1 2025.

  • MONECO Advisors reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • MONECO Advisors sold 5,981 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2025, an estimated $283K.
  • MONECO Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2024 and held it in 3 quarters.
  • MONECO Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $283K in Q4 2024.
  • 136 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2025.

Based on MONECO Advisors's 13F filing for Q1 2025, filed 8 May 2025.