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One Capital Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

One Capital 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
2022
Q1 		– Sell
-9,793
Closed -$481K – 322
2021
Q4 		$481K Sell
9,793
-164
-2% -$9.06K 0.04% 183
2021
Q3 		$541K Buy
+9,957
New +$557K 0.04% 149

Other funds holding NUMG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

One Capital Management's NUMG Position: Q1 2022 in Review

One Capital Management sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2022, closing a stake of 9,793 shares — an estimated $481K sold.

One Capital Management first reported a position in NUMG in Q3 2021 and held it in 2 quarters. The position peaked at $541K in Q3 2021. 116 funds tracked by Wall St. Rank hold NUMG as of Q1 2022.

  • One Capital Management reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • One Capital Management sold 9,793 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2022, an estimated $481K.
  • One Capital Management first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2021 and held it in 2 quarters.
  • One Capital Management's Nuveen ESG Mid-Cap Growth ETF position peaked at $541K in Q3 2021.
  • 116 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2022.

Based on One Capital Management's 13F filing for Q1 2022, filed 17 May 2022.