NCM
NUMV icon

Neumann Capital Management’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Neumann Capital Management’s Portfolio NUMV Stock Details NUMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,180
Closed -$627K – 90
2026
Q1 		$627K Buy
16,180
+250
+2% +$10K 0.18% 72
2025
Q4 		$623K Hold
15,930
– – 0.18% 72
2025
Q3 		$616K Buy
15,930
+370
+2% +$13.9K 0.18% 72
2025
Q2 		$561K Hold
15,560
– – 0.18% 75
2025
Q1 		$532K Buy
15,560
+950
+7% +$33.4K 0.18% 76
2024
Q4 		$509K Sell
14,610
-200
-1% -$7.33K 0.17% 78
2024
Q3 		$546K Hold
14,810
– – 0.18% 74
2024
Q2 		$489K Buy
14,810
+450
+3% +$14.9K 0.17% 76
2024
Q1 		$491K Buy
14,360
+700
+5% +$22.3K 0.18% 77
2023
Q4 		$431K Buy
13,660
+730
+6% +$21.1K 0.17% 76
2023
Q3 		$368K Hold
12,930
– – 0.16% 76
2023
Q2 		$383K Buy
12,930
+800
+7% +$22.8K 0.16% 78
2023
Q1 		$348K Buy
12,130
+1,150
+10% +$34.9K 0.15% 75
2022
Q4 		$327K Buy
10,980
+2,100
+24% +$64.7K 0.15% 76
2022
Q3 		$252K Sell
8,880
-1,800
-17% -$57.7K 0.13% 79
2022
Q2 		$327K Buy
10,680
+2,100
+24% +$70.7K 0.17% 70
2022
Q1 		$309K Buy
8,580
+3,000
+54% +$107K 0.13% 75
2021
Q4 		$206K Hold
5,580
– – 0.08% 90
2021
Q3 		$203K Buy
+5,580
New +$205K 0.09% 85

Other funds holding NUMV

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Neumann Capital Management sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q2 2026, closing a stake of 16,180 shares — an estimated $627K sold.

Neumann Capital Management first reported a position in NUMV in Q3 2021 and held it in 19 quarters. The position peaked at $627K in Q1 2026. 131 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • Neumann Capital Management reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Neumann Capital Management sold 16,180 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $627K.
  • Neumann Capital Management first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2021 and held it in 19 quarters.
  • Neumann Capital Management's Nuveen ESG Mid-Cap Value ETF position peaked at $627K in Q1 2026.
  • 131 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

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