RWM
NUMV icon

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
Q2 		$229K Buy
+4,330
New +$181K 0.02% 70
2026
Q1 		– Sell
-11,818
Closed -$257K – 637
2025
Q4 		$257K Buy
+11,818
New +$459K 0.03% 51

Other funds holding NUMV

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RMG Wealth Management's NUMV Position: Q2 2026 in Review

RMG Wealth Management opened a new position in Nuveen ESG Mid-Cap Value ETF (NUMV) in Q2 2026: 4,330 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #70 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in NUMV as recently as Q4 2025.

RMG Wealth Management first reported a position in NUMV in Q4 2025 and has held it in 2 quarters since. The position peaked at $257K in Q4 2025. 131 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • RMG Wealth Management held 4,330 shares of Nuveen ESG Mid-Cap Value ETF worth $229K as of Q2 2026.
  • Nuveen ESG Mid-Cap Value ETF was a new RMG Wealth Management position in Q2 2026.
  • Nuveen ESG Mid-Cap Value ETF made up 0.02% of RMG Wealth Management's portfolio in Q2 2026, its #70 holding.
  • RMG Wealth Management first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • RMG Wealth Management's Nuveen ESG Mid-Cap Value ETF position peaked at $257K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.