PWA
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Phoenix Wealth Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Phoenix Wealth 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
2023
Q1 		– Sell
-99,248
Closed -$2.95M – 111
2022
Q4 		$2.95M Buy
+99,248
New +$3.06M 1.78% 15

Other funds holding NUMV

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Phoenix Wealth Advisors's NUMV Position: Q1 2023 in Review

Phoenix Wealth Advisors sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q1 2023, closing a stake of 99,248 shares — an estimated $2.95M sold.

Phoenix Wealth Advisors first reported a position in NUMV in Q4 2022 and held it in 1 quarter. The position peaked at $2.95M in Q4 2022. 110 funds tracked by Wall St. Rank hold NUMV as of Q1 2023.

  • Phoenix Wealth Advisors reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 99,248 Nuveen ESG Mid-Cap Value ETF shares in Q1 2023, an estimated $2.95M.
  • Phoenix Wealth Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • Phoenix Wealth Advisors's Nuveen ESG Mid-Cap Value ETF position peaked at $2.95M in Q4 2022.
  • 110 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2023.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2023, filed 5 May 2023.