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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

AlTi Global New York $4.84B AUM 25.68% 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

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

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Retirement Group's NUMG Position: Q4 2023 in Review

Retirement Group sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q4 2023, closing a stake of 650 shares — an estimated $23.8K sold.

Retirement Group first reported a position in NUMG in Q4 2021 and held it in 7 quarters. The position peaked at $32K in Q4 2021. 132 funds tracked by Wall St. Rank hold NUMG as of Q4 2023.

Retirement Group reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
Retirement Group sold 650 Nuveen ESG Mid-Cap Growth ETF shares in Q4 2023, an estimated $23.8K.
Retirement Group first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2021 and held it in 7 quarters.
Retirement Group's Nuveen ESG Mid-Cap Growth ETF position peaked at $32K in Q4 2021.
132 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q4 2023.

Based on Retirement Group's 13F filing for Q4 2023, filed 14 Feb 2024.