Resources Management Corp’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Resources Management Corp’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
2025 Q2	–	Sell	-150	Closed	-$6K	–	430
2025 Q1	$6K	Sell	150 -150	-50%	-$7K	﹤0.01%	371
2024 Q4	$14K	Sell	300 -300	-50%	-$14.3K	﹤0.01%	342
2024 Q3	$27K	Hold	600	–	–	﹤0.01%	322
2024 Q2	$25K	Sell	600 -300	-33%	-$12.7K	﹤0.01%	320
2024 Q1	$40K	Hold	900	–	–	0.01%	298
2023 Q4	$38K	Hold	900	–	–	0.01%	305
2023 Q3	$33K	Hold	900	–	–	0.01%	307
2023 Q2	$35K	Sell	900 -2,793	-76%	-$104K	0.01%	305
2023 Q1	$893K	Buy	3,693 +2,793	+310%	+$105K	0.14%	109
2022 Q4	$32K	Hold	900	–	–	0.01%	323
2022 Q3	$30K	Hold	900	–	–	0.01%	329
2022 Q2	$31K	Hold	900	–	–	0.01%	334
2022 Q1	$39K	Hold	900	–	–	0.01%	326
2021 Q4	$44K	Hold	900	–	–	0.01%	337
2021 Q3	$49K	Hold	900	–	–	0.01%	316
2021 Q2	$49K	Buy	+900	New	+$46.8K	0.01%	326

Other funds holding NUMG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Resources Management Corp's NUMG Position: Q2 2025 in Review

Resources Management Corp sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2025, closing a stake of 150 shares — an estimated $6K sold.

Resources Management Corp first reported a position in NUMG in Q2 2021 and held it in 16 quarters. The position peaked at $893K in Q1 2023. 130 funds tracked by Wall St. Rank hold NUMG as of Q2 2025.

Resources Management Corp reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Resources Management Corp sold 150 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2025, an estimated $6K.
Resources Management Corp first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2021 and held it in 16 quarters.
Resources Management Corp's Nuveen ESG Mid-Cap Growth ETF position peaked at $893K in Q1 2023.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2025.

Based on Resources Management Corp's 13F filing for Q2 2025, filed 15 Aug 2025.