Neumann Capital Management
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
Q3 		$695K Buy
+16,418
New +$729K 0.18% 72
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

Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Hill Island Financial
Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

Neumann Capital Management's NUMV Position: Q3 2026 in Review

Neumann Capital Management opened a new position in Nuveen ESG Mid-Cap Value ETF (NUMV) in Q3 2026: 16,418 shares worth $695K. The stake represents 0.18% of the portfolio and ranks #72 among its holdings. This is a return to the name: Neumann Capital Management previously reported a position in NUMV as recently as Q1 2026.

Neumann Capital Management first reported a position in NUMV in Q3 2021 and has held it in 20 quarters since. 19 funds tracked by Wall St. Rank hold NUMV as of Q3 2026.

  • Neumann Capital Management held 16,418 shares of Nuveen ESG Mid-Cap Value ETF worth $695K as of Q3 2026.
  • Nuveen ESG Mid-Cap Value ETF was a new Neumann Capital Management position in Q3 2026.
  • Nuveen ESG Mid-Cap Value ETF made up 0.18% of Neumann Capital Management's portfolio in Q3 2026, its #72 holding.
  • Neumann Capital Management first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 19 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2026.

Based on Neumann Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.