&Partners’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

&Partners’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
2026 Q2	$636K	Sell	13,553 -300	-2%	-$13.5K	﹤0.01%	1696
2026 Q1	$569K	Buy	13,853 +706	+5%	+$31.4K	﹤0.01%	1624
2025 Q4	$628K	Buy	13,147 +5,096	+63%	+$244K	﹤0.01%	1490
2025 Q3	$392K	Sell	8,051 -482	-6%	-$23.4K	﹤0.01%	1600
2025 Q2	$413K	Sell	8,533 -1,985	-19%	-$89.1K	﹤0.01%	1447
2025 Q1	$451K	Buy	10,518 +767	+8%	+$35.8K	﹤0.01%	1189
2024 Q4	$466K	Buy	+9,751	New	+$465K	0.01%	1102

Other funds holding NUMG

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

&Partners's NUMG Position: Q2 2026 in Review

&Partners reduced its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 2.2% in Q2 2026, selling an estimated $13.5K and leaving 13,553 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

&Partners first reported a position in NUMG in Q4 2024 and has held it in 7 quarters since. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

&Partners held 13,553 shares of Nuveen ESG Mid-Cap Growth ETF worth $636K as of Q2 2026.
&Partners sold 300 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $13.5K.
Nuveen ESG Mid-Cap Growth ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1696 holding.
&Partners first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.