Rise Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Rise Advisors’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 Q4	–	Sell	-55	Closed	-$2.66K	–	998
2025 Q3	$2.66K	Hold	55	–	–	﹤0.01%	1172
2025 Q2	$2.64K	Hold	55	–	–	﹤0.01%	1176
2025 Q1	$2.34K	Hold	55	–	–	﹤0.01%	1174
2024 Q4	$2.58K	Hold	55	–	–	﹤0.01%	1066
2024 Q3	$2.44K	Hold	55	–	–	﹤0.01%	1120
2024 Q2	$2.28K	Hold	55	–	–	﹤0.01%	1116
2024 Q1	$2.42K	Hold	55	–	–	﹤0.01%	1126
2023 Q4	$2.31K	Buy	55 +1	+2%	+$38	﹤0.01%	449
2023 Q3	$2K	Hold	54	–	–	﹤0.01%	465
2023 Q2	$2.12K	Hold	54	–	–	﹤0.01%	510
2023 Q1	$2.08K	Hold	54	–	–	﹤0.01%	570
2022 Q4	$1.92K	Hold	54	–	–	﹤0.01%	574
2022 Q3	$2K	Hold	54	–	–	﹤0.01%	561
2022 Q2	$2K	Hold	54	–	–	﹤0.01%	573
2022 Q1	$2K	Hold	54	–	–	﹤0.01%	545
2021 Q4	$2.67K	Buy	+54	New	+$2.98K	﹤0.01%	494

Other funds holding NUMG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Rise Advisors's NUMG Position: Q4 2025 in Review

Rise Advisors sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q4 2025, closing a stake of 55 shares — an estimated $2.66K sold.

Rise Advisors first reported a position in NUMG in Q4 2021 and held it in 16 quarters. The position peaked at $2.67K in Q4 2021. 140 funds tracked by Wall St. Rank hold NUMG as of Q4 2025.

Rise Advisors reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 55 Nuveen ESG Mid-Cap Growth ETF shares in Q4 2025, an estimated $2.66K.
Rise Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2021 and held it in 16 quarters.
Rise Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $2.67K in Q4 2021.
140 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.