Parallel Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Parallel Advisors’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
2026 Q1	$567K	Buy	14,636 +500	+4%	+$20.1K	0.01%	677
2025 Q4	$553K	Hold	14,136	–	–	0.01%	651
2025 Q3	$547K	Buy	14,136 +13,118	+1,289%	+$492K	0.01%	629
2025 Q2	$36.7K	Buy	1,018 +165	+19%	+$5.64K	﹤0.01%	1900
2025 Q1	$29.2K	Buy	+853	New	+$29.9K	﹤0.01%	1935
2023 Q2	–	Sell	-2,375	Closed	-$68.2K	–	3481
2023 Q1	$68.2K	Hold	2,375	–	–	﹤0.01%	1221
2022 Q4	$70.7K	Hold	2,375	–	–	﹤0.01%	1133
2022 Q3	$67K	Hold	2,375	–	–	﹤0.01%	1140
2022 Q2	$73K	Hold	2,375	–	–	﹤0.01%	1083
2022 Q1	$87K	Hold	2,375	–	–	﹤0.01%	1044
2021 Q4	$88K	Hold	2,375	–	–	﹤0.01%	1065
2021 Q3	$86K	Hold	2,375	–	–	﹤0.01%	1043
2021 Q2	$86K	Hold	2,375	–	–	﹤0.01%	1003
2021 Q1	$82K	Buy	+2,375	New	+$77.5K	﹤0.01%	971

Other funds holding NUMV

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

EWM

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

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

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

Parallel Advisors's NUMV Position: Q1 2026 in Review

Parallel Advisors increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 3.5% in Q1 2026, buying an estimated $20.1K and bringing the position to 14,636 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #677.

Parallel Advisors first reported a position in NUMV in Q1 2021 and has held it in 14 quarters since. 132 funds tracked by Wall St. Rank hold NUMV as of Q1 2026.

Parallel Advisors held 14,636 shares of Nuveen ESG Mid-Cap Value ETF worth $567K as of Q1 2026.
Parallel Advisors bought 500 Nuveen ESG Mid-Cap Value ETF shares in Q1 2026, an estimated $20.1K.
Nuveen ESG Mid-Cap Value ETF made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #677 holding.
Parallel Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2021 and has held it in 14 quarters since.
132 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.