NorthRock Partners’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

NorthRock Partners’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
2025 Q2	–	Sell	-56	Closed	-$1.92K	–	844
2025 Q1	$1.92K	Hold	56	–	–	﹤0.01%	825
2024 Q4	$1.95K	Buy	56 +1	+2%	+$37	﹤0.01%	753
2024 Q3	$2.03K	Hold	55	–	–	﹤0.01%	809
2024 Q2	$1.82K	Hold	55	–	–	﹤0.01%	789
2024 Q1	$1.88K	Hold	55	–	–	﹤0.01%	791
2023 Q4	$1.74K	Buy	+55	New	+$1.59K	﹤0.01%	736

Other funds holding NUMV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

AWP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

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

NorthRock Partners's NUMV Position: Q2 2025 in Review

NorthRock Partners sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q2 2025, closing a stake of 56 shares — an estimated $1.92K sold.

NorthRock Partners first reported a position in NUMV in Q4 2023 and held it in 6 quarters. The position peaked at $2.03K in Q3 2024. 126 funds tracked by Wall St. Rank hold NUMV as of Q2 2025.

NorthRock Partners reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 56 Nuveen ESG Mid-Cap Value ETF shares in Q2 2025, an estimated $1.92K.
NorthRock Partners first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2023 and held it in 6 quarters.
NorthRock Partners's Nuveen ESG Mid-Cap Value ETF position peaked at $2.03K in Q3 2024.
126 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.