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NUMV icon

&Partners’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

&Partners’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 		$3.56M Buy
91,749
+31,629
+53% +$1.27M 0.02% 650
2025
Q4 		$2.35M Buy
60,120
+42,764
+246% +$1.66M 0.01% 793
2025
Q3 		$671K Sell
17,356
-210
-1% -$7.88K ﹤0.01% 1285
2025
Q2 		$633K Hold
17,566
– – ﹤0.01% 1229
2025
Q1 		$596K Sell
17,566
-1,038
-6% -$36.4K 0.01% 1054
2024
Q4 		$652K Buy
18,604
+11,468
+161% +$420K 0.01% 950
2024
Q3 		$263K Buy
+7,136
New +$249K 0.01% 1175

Other funds holding NUMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return