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

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