New York Life Investment Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

New York Life Investment Management’s Portfolio NUMG Stock Details NUMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8,173	Closed	-$346K	–	1465
2023 Q4	$346K	Sell	8,173 -9,699	-54%	-$369K	﹤0.01%	1126
2023 Q3	$655K	Buy	17,872 +4,360	+32%	+$169K	0.01%	716
2023 Q2	$527K	Buy	13,512 +1,602	+13%	+$59.5K	0.01%	687
2023 Q1	$455K	Sell	11,910 -2,691	-18%	-$101K	0.01%	1135
2022 Q4	$514K	Buy	14,601 +2,686	+23%	+$93.5K	0.01%	909
2022 Q3	$393K	Buy	11,915 +343	+3%	+$12.7K	﹤0.01%	959
2022 Q2	$397K	Buy	11,572 +1,618	+16%	+$61K	﹤0.01%	975
2022 Q1	$436K	Buy	9,954 +359	+4%	+$15.5K	0.02%	47
2021 Q4	$472K	Buy	9,595 +707	+8%	+$39.1K	0.02%	43
2021 Q3	$483K	Buy	+8,888	New	+$497K	0.03%	40

Other funds holding NUMG

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New York Life Investment Management's NUMG Position: Q1 2024 in Review

New York Life Investment Management sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2024, closing a stake of 8,173 shares — an estimated $346K sold.

New York Life Investment Management first reported a position in NUMG in Q3 2021 and held it in 10 quarters. The position peaked at $655K in Q3 2023. 126 funds tracked by Wall St. Rank hold NUMG as of Q1 2024.

New York Life Investment Management reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
New York Life Investment Management sold 8,173 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2024, an estimated $346K.
New York Life Investment Management first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2021 and held it in 10 quarters.
New York Life Investment Management's Nuveen ESG Mid-Cap Growth ETF position peaked at $655K in Q3 2023.
126 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.