Rossby Financial’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Rossby Financial’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	$12K	Buy	275 +182	+196%	+$7.61K	﹤0.01%	1128
2026 Q1	$3.63K	Buy	93 +32	+52%	+$1.28K	﹤0.01%	1617
2025 Q4	$2.38K	Hold	61	–	–	﹤0.01%	1322
2025 Q3	$2.36K	Hold	61	–	–	﹤0.01%	1117
2025 Q2	$2.2K	Hold	61	–	–	﹤0.01%	1027
2025 Q1	$2.02K	Buy	+61	New	+$2.14K	﹤0.01%	922

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

Rossby Financial's NUMV Position: Q2 2026 in Review

Rossby Financial increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 196% in Q2 2026, buying an estimated $7.61K and bringing the position to 275 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Rossby Financial first reported a position in NUMV in Q1 2025 and has held it in 6 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

Rossby Financial held 275 shares of Nuveen ESG Mid-Cap Value ETF worth $12K as of Q2 2026.
Rossby Financial bought 182 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $7.61K.
Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1128 holding.
Rossby Financial first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.