PMFA
NUMG icon

Plante Moran Financial Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Plante Moran Financial Advisors’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
2023
Q2 		– Sell
-77
Closed -$2.95K – 844
2023
Q1 		$2.95K Buy
+77
New +$2.9K ﹤0.01% 683
2022
Q4 		– Sell
-1,267
Closed -$42K – 938
2022
Q3 		$42K Buy
+1,267
New +$46.8K 0.01% 335

Other funds holding NUMG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Plante Moran Financial Advisors's NUMG Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2023, closing a stake of 77 shares — an estimated $2.95K sold.

Plante Moran Financial Advisors first reported a position in NUMG in Q3 2022 and held it in 2 quarters. The position peaked at $42K in Q3 2022. 114 funds tracked by Wall St. Rank hold NUMG as of Q2 2023.

  • Plante Moran Financial Advisors reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 77 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2023, an estimated $2.95K.
  • Plante Moran Financial Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2022 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $42K in Q3 2022.
  • 114 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.