&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 Q2	$4.31M	Buy	99,159 +7,410	+8%	+$310K	0.02%	658
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

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

TCIIS

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

EWM

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

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

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

&Partners's NUMV Position: Q2 2026 in Review

&Partners increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 8.1% in Q2 2026, buying an estimated $310K and bringing the position to 99,159 shares worth $4.31M. The position accounts for 0.02% of the portfolio, ranked #658.

&Partners first reported a position in NUMV in Q3 2024 and has held it in 8 quarters since. 131 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

&Partners held 99,159 shares of Nuveen ESG Mid-Cap Value ETF worth $4.31M as of Q2 2026.
&Partners bought 7,410 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $310K.
Nuveen ESG Mid-Cap Value ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #658 holding.
&Partners first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
131 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

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