Neumann Capital Management’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Hold |
15,560
| – | – | 0.18% | 75 |
|
|
2025
Q1 | $532K | Buy |
15,560
+950
| +7% | +$32.5K | 0.18% | 76 |
|
|
2024
Q4 | $509K | Sell |
14,610
-200
| -1% | -$6.96K | 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% | +$23.9K | 0.18% | 77 |
|
|
2023
Q4 | $431K | Buy |
13,660
+730
| +6% | +$23K | 0.17% | 76 |
|
|
2023
Q3 | $368K | Hold |
12,930
| – | – | 0.16% | 76 |
|
|
2023
Q2 | $383K | Buy |
12,930
+800
| +7% | +$23.7K | 0.16% | 78 |
|
|
2023
Q1 | $348K | Buy |
12,130
+1,150
| +10% | +$33K | 0.15% | 75 |
|
|
2022
Q4 | $327K | Buy |
10,980
+2,100
| +24% | +$62.5K | 0.15% | 76 |
|
|
2022
Q3 | $252K | Sell |
8,880
-1,800
| -17% | -$51.1K | 0.13% | 79 |
|
|
2022
Q2 | $327K | Buy |
10,680
+2,100
| +24% | +$64.3K | 0.17% | 70 |
|
|
2022
Q1 | $309K | Buy |
8,580
+3,000
| +54% | +$108K | 0.13% | 75 |
|
|
2021
Q4 | $206K | Hold |
5,580
| – | – | 0.08% | 90 |
|
|
2021
Q3 | $203K | Buy |
+5,580
| New | +$203K | 0.09% | 85 |
|