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

Retirement Group’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
2023 Q4	–	Sell	-650	Closed	-$23.8K	–	846
2023 Q3	$23.8K	Hold	650	–	–	0.01%	296
2023 Q2	$25.4K	Hold	650	–	–	0.01%	284
2023 Q1	$25K	Hold	650	–	–	0.01%	273
2022 Q4	$23K	Buy	+650	New	+$22.6K	0.01%	255
2022 Q3	–	Sell	-650	Closed	-$22K	–	705
2022 Q2	$22K	Hold	650	–	–	0.01%	305
2022 Q1	$28K	Hold	650	–	–	0.01%	287
2021 Q4	$32K	Buy	+650	New	+$35.9K	0.01%	269

Other funds holding NUMG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return