Retirement Capital Strategies’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Retirement Capital Strategies’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 Q1	–	Sell	-7,601	Closed	-$360K	–	86
2024 Q4	$360K	Buy	+7,601	New	+$363K	0.14%	65
2023 Q3	–	Sell	-12,516	Closed	-$488K	–	66
2023 Q2	$488K	Buy	+12,516	New	+$465K	0.22%	46
2021 Q3	–	Sell	-15,017	Closed	-$821K	–	79
2021 Q2	$821K	Buy	+15,017	New	+$781K	0.31%	45
2021 Q1	–	Sell	-49,414	Closed	-$2.44M	–	85
2020 Q4	$2.44M	Buy	+49,414	New	+$2.31M	0.99%	27

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

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

Retirement Capital Strategies's NUMG Position: Q1 2025 in Review

Retirement Capital Strategies sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2025, closing a stake of 7,601 shares — an estimated $360K sold.

Retirement Capital Strategies first reported a position in NUMG in Q4 2020 and held it in 4 quarters. The position peaked at $2.44M in Q4 2020. 136 funds tracked by Wall St. Rank hold NUMG as of Q1 2025.

Retirement Capital Strategies reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Retirement Capital Strategies sold 7,601 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2025, an estimated $360K.
Retirement Capital Strategies first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2020 and held it in 4 quarters.
Retirement Capital Strategies's Nuveen ESG Mid-Cap Growth ETF position peaked at $2.44M in Q4 2020.
136 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2025.

Based on Retirement Capital Strategies's 13F filing for Q1 2025, filed 14 May 2025.