Neumann Capital Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Hold |
11,180
| – | – | 0.17% | 77 |
|
|
2025
Q1 | $480K | Buy |
11,180
+600
| +6% | +$25.8K | 0.17% | 80 |
|
|
2024
Q4 | $501K | Sell |
10,580
-250
| -2% | -$11.8K | 0.17% | 81 |
|
|
2024
Q3 | $485K | Buy |
10,830
+250
| +2% | +$11.2K | 0.16% | 78 |
|
|
2024
Q2 | $442K | Buy |
10,580
+100
| +1% | +$4.18K | 0.15% | 80 |
|
|
2024
Q1 | $466K | Buy |
10,480
+530
| +5% | +$23.6K | 0.17% | 79 |
|
|
2023
Q4 | $421K | Buy |
9,950
+790
| +9% | +$33.4K | 0.17% | 78 |
|
|
2023
Q3 | $336K | Hold |
9,160
| – | – | 0.15% | 80 |
|
|
2023
Q2 | $358K | Buy |
9,160
+280
| +3% | +$10.9K | 0.15% | 79 |
|
|
2023
Q1 | $339K | Hold |
8,880
| – | – | 0.15% | 76 |
|
|
2022
Q4 | $313K | Buy |
8,880
+1,900
| +27% | +$66.9K | 0.15% | 78 |
|
|
2022
Q3 | $230K | Sell |
6,980
-1,300
| -16% | -$42.8K | 0.12% | 84 |
|
|
2022
Q2 | $284K | Buy |
8,280
+1,910
| +30% | +$65.5K | 0.14% | 73 |
|
|
2022
Q1 | $279K | Buy |
6,370
+2,300
| +57% | +$101K | 0.12% | 81 |
|
|
2021
Q4 | $200K | Hold |
4,070
| – | – | 0.08% | 91 |
|
|
2021
Q3 | $221K | Buy |
+4,070
| New | +$221K | 0.1% | 83 |
|