Money Design’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Money Design’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	-55,245	Closed	-$2.63M	–	77
2024 Q4	$2.63M	Buy	+55,245	New	+$2.64M	0.14%	63
2024 Q1	–	Sell	-42,984	Closed	-$1.82M	–	79
2023 Q4	$1.82M	Buy	42,984 +11,525	+37%	+$438K	0.1%	74
2023 Q3	$1.15M	Sell	31,459 -2,008	-6%	-$77.8K	0.07%	76
2023 Q2	$1.31M	Buy	+33,467	New	+$1.24M	0.08%	77
2023 Q1	–	Sell	-30,705	Closed	-$1.08M	–	86
2022 Q4	$1.08M	Sell	30,705 -2,209	-7%	-$76.9K	0.07%	80
2022 Q3	$1.08M	Sell	32,914 -20,143	-38%	-$743K	0.08%	80
2022 Q2	$1.82M	Sell	53,057 -108,628	-67%	-$4.1M	0.14%	71
2022 Q1	$7.08M	Buy	161,685 +43,508	+37%	+$1.88M	0.48%	50
2021 Q4	$5.84M	Buy	+118,177	New	+$6.53M	0.39%	54

Other funds holding NUMG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Money Design's NUMG Position: Q1 2025 in Review

Money Design sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2025, closing a stake of 55,245 shares — an estimated $2.63M sold.

Money Design first reported a position in NUMG in Q4 2021 and held it in 9 quarters. The position peaked at $7.08M in Q1 2022. 136 funds tracked by Wall St. Rank hold NUMG as of Q1 2025.

Money Design reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Money Design sold 55,245 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2025, an estimated $2.63M.
Money Design first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2021 and held it in 9 quarters.
Money Design's Nuveen ESG Mid-Cap Growth ETF position peaked at $7.08M in Q1 2022.
136 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2025.

Based on Money Design's 13F filing for Q1 2025, filed 28 Apr 2025.