Paracle Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Paracle Advisors’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
2021 Q1	$600K	Hold	11,985	–	–	0.11%	65
2020 Q4	$592K	Sell	11,985 -226	-2%	-$10.6K	0.11%	68
2020 Q3	$515K	Hold	12,211	–	–	0.11%	63
2020 Q2	$475K	Buy	12,211 +1,190	+11%	+$42K	0.11%	63
2020 Q1	$322K	Buy	+11,021	New	+$374K	0.09%	66

Other funds holding NUMG

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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

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

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

HNW

High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return

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

Paracle Advisors's NUMG Position: Q1 2021 in Review

Paracle Advisors held its Nuveen ESG Mid-Cap Growth ETF (NUMG) position steady in Q1 2021 at 11,985 shares worth $600K. The position accounts for 0.11% of the portfolio, ranked #65.

Paracle Advisors first reported a position in NUMG in Q1 2020 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold NUMG as of Q1 2021.

Paracle Advisors held 11,985 shares of Nuveen ESG Mid-Cap Growth ETF worth $600K as of Q1 2021.
Paracle Advisors left its Nuveen ESG Mid-Cap Growth ETF share count unchanged in Q1 2021.
Nuveen ESG Mid-Cap Growth ETF made up 0.11% of Paracle Advisors's portfolio in Q1 2021, its #65 holding.
Paracle Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2020 and has held it in 5 quarters since.
82 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.