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Neumann Capital Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Neumann Capital Management’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 		– Sell
-11,470
Closed -$471K – 89
2026
Q1 		$471K Buy
11,470
+90
+0.8% +$4K 0.14% 84
2025
Q4 		$543K Hold
11,380
– – 0.16% 76
2025
Q3 		$554K Buy
11,380
+200
+2% +$9.7K 0.16% 77
2025
Q2 		$542K Hold
11,180
– – 0.17% 77
2025
Q1 		$480K Buy
11,180
+600
+6% +$28K 0.17% 80
2024
Q4 		$501K Sell
10,580
-250
-2% -$11.9K 0.17% 81
2024
Q3 		$485K Buy
10,830
+250
+2% +$10.6K 0.16% 78
2024
Q2 		$442K Buy
10,580
+100
+1% +$4.24K 0.15% 80
2024
Q1 		$466K Buy
10,480
+530
+5% +$22.7K 0.17% 79
2023
Q4 		$421K Buy
9,950
+790
+9% +$30K 0.17% 78
2023
Q3 		$336K Hold
9,160
– – 0.15% 80
2023
Q2 		$358K Buy
9,160
+280
+3% +$10.4K 0.15% 79
2023
Q1 		$339K Hold
8,880
– – 0.15% 76
2022
Q4 		$313K Buy
8,880
+1,900
+27% +$66.1K 0.15% 78
2022
Q3 		$230K Sell
6,980
-1,300
-16% -$48K 0.12% 84
2022
Q2 		$284K Buy
8,280
+1,910
+30% +$72K 0.14% 73
2022
Q1 		$279K Buy
6,370
+2,300
+57% +$99.2K 0.12% 81
2021
Q4 		$200K Hold
4,070
– – 0.08% 91
2021
Q3 		$221K Buy
+4,070
New +$228K 0.1% 83

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Neumann Capital Management's NUMG Position: Q2 2026 in Review

Neumann Capital Management sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2026, closing a stake of 11,470 shares — an estimated $471K sold.

Neumann Capital Management first reported a position in NUMG in Q3 2021 and held it in 19 quarters. The position peaked at $554K in Q3 2025. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • Neumann Capital Management reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Neumann Capital Management sold 11,470 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $471K.
  • Neumann Capital Management first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2021 and held it in 19 quarters.
  • Neumann Capital Management's Nuveen ESG Mid-Cap Growth ETF position peaked at $554K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.