QFA
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Quantum Financial Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Quantum Financial 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
2022
Q4 		– Sell
-16,918
Closed -$480K – 95
2022
Q3 		$480K Buy
16,918
+1,276
+8% +$40.9K 0.21% 33
2022
Q2 		$529K Buy
+15,642
New +$527K 0.2% 36

Other funds holding NUMV

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return

Quantum Financial Advisors's NUMV Position: Q4 2022 in Review

Quantum Financial Advisors sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q4 2022, closing a stake of 16,918 shares — an estimated $480K sold.

Quantum Financial Advisors first reported a position in NUMV in Q2 2022 and held it in 2 quarters. The position peaked at $529K in Q2 2022. 107 funds tracked by Wall St. Rank hold NUMV as of Q4 2022.

  • Quantum Financial Advisors reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Quantum Financial Advisors sold 16,918 Nuveen ESG Mid-Cap Value ETF shares in Q4 2022, an estimated $480K.
  • Quantum Financial Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q2 2022 and held it in 2 quarters.
  • Quantum Financial Advisors's Nuveen ESG Mid-Cap Value ETF position peaked at $529K in Q2 2022.
  • 107 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q4 2022.

Based on Quantum Financial Advisors's 13F filing for Q4 2022, filed 18 Jan 2023.