Revolve Wealth Partners’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Revolve Wealth Partners’s Portfolio NUMV Stock Details NUMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Sell	28,990 -65	-0.2%	-$2.72K	0.13%	92
2026 Q1	$1.13M	Buy	29,055 +76	+0.3%	+$3.05K	0.15%	80
2025 Q4	$1.13M	Buy	28,979 +1,215	+4%	+$47.2K	0.13%	84
2025 Q3	$1.07M	Buy	27,764 +279	+1%	+$10.5K	0.13%	85
2025 Q2	$991K	Buy	27,485 +545	+2%	+$18.6K	0.13%	84
2025 Q1	$922K	Buy	26,940 +2,658	+11%	+$93.3K	0.13%	84
2024 Q4	$845K	Buy	24,282 +226	+0.9%	+$8.28K	0.12%	89
2024 Q3	$886K	Buy	24,056 +1,528	+7%	+$53.2K	0.14%	79
2024 Q2	$744K	Buy	22,528 +2,853	+15%	+$94.6K	0.12%	84
2024 Q1	$673K	Buy	19,675 +1,877	+11%	+$59.8K	0.11%	87
2023 Q4	$561K	Buy	17,798 +5,881	+49%	+$170K	0.11%	85
2023 Q3	$339K	Buy	11,917 +1,691	+17%	+$50.5K	0.08%	110
2023 Q2	$303K	Buy	10,226 +1,345	+15%	+$38.3K	0.07%	111
2023 Q1	$255K	Buy	8,881 +605	+7%	+$18.4K	0.06%	122
2022 Q4	$246K	Buy	8,276 +1,243	+18%	+$38.3K	0.07%	124
2022 Q3	$200K	Buy	+7,033	New	+$225K	0.07%	124

Other funds holding NUMV

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

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

Revolve Wealth Partners's NUMV Position: Q2 2026 in Review

Revolve Wealth Partners reduced its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 0.22% in Q2 2026, selling an estimated $2.72K and leaving 28,990 shares worth $1.26M. The position accounts for 0.13% of the portfolio, ranked #92.

Revolve Wealth Partners first reported a position in NUMV in Q3 2022 and has held it in 16 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

Revolve Wealth Partners held 28,990 shares of Nuveen ESG Mid-Cap Value ETF worth $1.26M as of Q2 2026.
Revolve Wealth Partners sold 65 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $2.72K.
Nuveen ESG Mid-Cap Value ETF made up 0.13% of Revolve Wealth Partners's portfolio in Q2 2026, its #92 holding.
Revolve Wealth Partners first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.