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

New York Life Investment 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
2024 Q1	–	Sell	-14,913	Closed	-$470K	–	1466
2023 Q4	$470K	Sell	14,913 -13,889	-48%	-$402K	﹤0.01%	873
2023 Q3	$819K	Sell	28,802 -4,936	-15%	-$147K	0.01%	672
2023 Q2	$1,000K	Buy	33,738 +261	+0.8%	+$7.43K	0.01%	598
2023 Q1	$961K	Buy	33,477 +5,508	+20%	+$167K	0.01%	611
2022 Q4	$832K	Buy	27,969 +4,271	+18%	+$132K	0.01%	646
2022 Q3	$673K	Buy	23,698 +1,343	+6%	+$43K	0.01%	655
2022 Q2	$685K	Buy	22,355 +929	+4%	+$31.3K	0.01%	657
2022 Q1	$772K	Buy	21,426 +1,540	+8%	+$55K	0.04%	42
2021 Q4	$735K	Buy	19,886 +3,002	+18%	+$114K	0.04%	40
2021 Q3	$613K	Buy	+16,884	New	+$621K	0.03%	37

Other funds holding NUMV

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

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

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

New York Life Investment Management sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q1 2024, closing a stake of 14,913 shares — an estimated $470K sold.

New York Life Investment Management first reported a position in NUMV in Q3 2021 and held it in 10 quarters. The position peaked at $1,000K in Q2 2023. 115 funds tracked by Wall St. Rank hold NUMV as of Q1 2024.

New York Life Investment Management reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
New York Life Investment Management sold 14,913 Nuveen ESG Mid-Cap Value ETF shares in Q1 2024, an estimated $470K.
New York Life Investment Management first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2021 and held it in 10 quarters.
New York Life Investment Management's Nuveen ESG Mid-Cap Value ETF position peaked at $1,000K in Q2 2023.
115 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2024.

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