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Realta Investment Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Realta Investment 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
2024
Q2 		– Sell
-1,476
Closed -$65.6K – 815
2024
Q1 		$65.6K Buy
+1,476
New +$63.3K 0.01% 524
2023
Q3 		– Sell
-1,664
Closed -$64.9K – 802
2023
Q2 		$64.9K Buy
+1,664
New +$61.8K 0.01% 540
2023
Q1 		– Sell
-1,928
Closed -$67.9K – 683
2022
Q4 		$67.9K Sell
1,928
-109
-5% -$3.79K 0.02% 527
2022
Q3 		$67K Buy
+2,037
New +$75.2K 0.02% 505

Other funds holding NUMG

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Realta Investment Advisors's NUMG Position: Q2 2024 in Review

Realta Investment Advisors sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2024, closing a stake of 1,476 shares — an estimated $65.6K sold.

Realta Investment Advisors first reported a position in NUMG in Q3 2022 and held it in 4 quarters. The position peaked at $67.9K in Q4 2022. 121 funds tracked by Wall St. Rank hold NUMG as of Q2 2024.

  • Realta Investment Advisors reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 1,476 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2024, an estimated $65.6K.
  • Realta Investment Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2022 and held it in 4 quarters.
  • Realta Investment Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $67.9K in Q4 2022.
  • 121 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2024.

Based on Realta Investment Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.