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

Private Wealth Management Group’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	$300K	Sell	6,897 -3,830	-36%	-$160K	0.07%	85
2026 Q1	$416K	Buy	10,727 +231	+2%	+$9.27K	0.11%	63
2025 Q4	$410K	Buy	10,496 +777	+8%	+$30.2K	0.11%	62
2025 Q3	$376K	Buy	9,719 +228	+2%	+$8.55K	0.1%	64
2025 Q2	$342K	Buy	9,491 +129	+1%	+$4.41K	0.11%	65
2025 Q1	$320K	Buy	9,362 +1	+0%	+$35	0.12%	64
2024 Q4	$326K	Sell	9,361 -285	-3%	-$10.4K	0.12%	64
2024 Q3	$355K	Buy	9,646 +733	+8%	+$25.5K	0.14%	58
2024 Q2	$294K	Buy	8,913 +561	+7%	+$18.6K	0.13%	63
2024 Q1	$286K	Sell	8,352 -118	-1%	-$3.76K	0.13%	57
2023 Q4	$267K	Buy	+8,470	New	+$245K	0.13%	57

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

Private Wealth Management Group's NUMV Position: Q2 2026 in Review

Private Wealth Management Group reduced its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 36% in Q2 2026, selling an estimated $160K and leaving 6,897 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #85.

Private Wealth Management Group first reported a position in NUMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $416K in Q1 2026. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

Private Wealth Management Group held 6,897 shares of Nuveen ESG Mid-Cap Value ETF worth $300K as of Q2 2026.
Private Wealth Management Group sold 3,830 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $160K.
Nuveen ESG Mid-Cap Value ETF made up 0.07% of Private Wealth Management Group's portfolio in Q2 2026, its #85 holding.
Private Wealth Management Group first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Nuveen ESG Mid-Cap Value ETF position peaked at $416K in Q1 2026.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.