Parkside Financial Bank & Trust’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Parkside Financial Bank & Trust’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	$744K	Hold	19,180	–	–	0.06%	201
2025 Q4	$750K	Buy	19,180 +218	+1%	+$8.47K	0.06%	193
2025 Q3	$734K	Hold	18,962	–	–	0.06%	198
2025 Q2	$684K	Hold	18,962	–	–	0.07%	197
2025 Q1	$649K	Sell	18,962 -763	-4%	-$26.8K	0.08%	177
2024 Q4	$687K	Buy	19,725 +254	+1%	+$9.31K	0.09%	166
2024 Q3	$717K	Sell	19,471 -1,201	-6%	-$41.9K	0.1%	152
2024 Q2	$683K	Hold	20,672	–	–	0.11%	145
2024 Q1	$707K	Hold	20,672	–	–	0.11%	151
2023 Q4	$652K	Buy	20,672 +2,843	+16%	+$82.2K	0.12%	142
2023 Q3	$507K	Buy	17,829 +851	+5%	+$25.4K	0.12%	136
2023 Q2	$503K	Buy	16,978 +11,537	+212%	+$329K	0.12%	136
2023 Q1	$156K	Hold	5,441	–	–	0.04%	282
2022 Q4	$162K	Hold	5,441	–	–	0.05%	263
2022 Q3	$154K	Sell	5,441 -3,886	-42%	-$125K	0.05%	251
2022 Q2	$286K	Hold	9,327	–	–	0.09%	172
2022 Q1	$336K	Buy	+9,327	New	+$333K	0.09%	164

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 $609B AUM 40.19% 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

Parkside Financial Bank & Trust's NUMV Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q1 2026 at 19,180 shares worth $744K. The position accounts for 0.06% of the portfolio, ranked #201.

Parkside Financial Bank & Trust first reported a position in NUMV in Q1 2022 and has held it in 17 quarters since. The position peaked at $750K in Q4 2025. 132 funds tracked by Wall St. Rank hold NUMV as of Q1 2026.

Parkside Financial Bank & Trust held 19,180 shares of Nuveen ESG Mid-Cap Value ETF worth $744K as of Q1 2026.
Parkside Financial Bank & Trust left its Nuveen ESG Mid-Cap Value ETF share count unchanged in Q1 2026.
Nuveen ESG Mid-Cap Value ETF made up 0.06% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #201 holding.
Parkside Financial Bank & Trust first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2022 and has held it in 17 quarters since.
Parkside Financial Bank & Trust's Nuveen ESG Mid-Cap Value ETF position peaked at $750K in Q4 2025.
132 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.