Private Wealth Management Group’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$342K Buy
9,491
+129
+1% +$4.65K 0.11% 65
2025
Q1
$320K Buy
9,362
+1
+0% +$34 0.12% 64
2024
Q4
$326K Sell
9,361
-285
-3% -$9.92K 0.12% 64
2024
Q3
$355K Buy
9,646
+733
+8% +$27K 0.14% 58
2024
Q2
$294K Buy
8,913
+561
+7% +$18.5K 0.13% 63
2024
Q1
$286K Sell
8,352
-118
-1% -$4.04K 0.13% 57
2023
Q4
$267K Buy
+8,470
New +$267K 0.13% 57