RMG Wealth Management’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

RMG Wealth Management’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 Q1	–	Sell	-11,818	Closed	-$257K	–	637
2025 Q4	$257K	Buy	+11,818	New	+$459K	0.03%	51

Other funds holding NUMV

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

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

EWM

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

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

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

RMG Wealth Management's NUMV Position: Q1 2026 in Review

RMG Wealth Management sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q1 2026, closing a stake of 11,818 shares — an estimated $257K sold.

RMG Wealth Management first reported a position in NUMV in Q4 2025 and held it in 1 quarter. The position peaked at $257K in Q4 2025. 132 funds tracked by Wall St. Rank hold NUMV as of Q1 2026.

RMG Wealth Management reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
RMG Wealth Management sold 11,818 Nuveen ESG Mid-Cap Value ETF shares in Q1 2026, an estimated $257K.
RMG Wealth Management first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2025 and held it in 1 quarter.
RMG Wealth Management's Nuveen ESG Mid-Cap Value ETF position peaked at $257K in Q4 2025.
132 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.