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

RTD Financial 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
2026 Q3	$654K	Sell	14,446 -130	-0.9%	-$6.09K	0.07%	84
2026 Q2	$684K	Sell	14,576 -1	-0%	-$45	0.07%	84
2026 Q1	$599K	Buy	14,577 +263	+2%	+$11.7K	0.07%	83
2025 Q4	$683K	Sell	14,314 -1,443	-9%	-$69.1K	0.08%	79
2025 Q3	$767K	Sell	15,757 -534	-3%	-$25.9K	0.09%	72
2025 Q2	$789K	Sell	16,291 -4,722	-22%	-$212K	0.1%	68
2025 Q1	$902K	Buy	21,013 +2,340	+13%	+$109K	0.12%	64
2024 Q4	$885K	Buy	18,673 +176	+1%	+$8.39K	0.11%	64
2024 Q3	$829K	Buy	18,497 +5,320	+40%	+$225K	0.11%	70
2024 Q2	$551K	Buy	13,177 +4,191	+47%	+$178K	0.07%	74
2024 Q1	$400K	Buy	8,986 +68	+0.8%	+$2.92K	0.05%	85
2023 Q4	$377K	Buy	8,918 +283	+3%	+$10.8K	0.05%	85
2023 Q3	$317K	Sell	8,635 -1,304	-13%	-$50.5K	0.05%	88
2023 Q2	$388K	Sell	9,939 -1,923	-16%	-$71.4K	0.06%	79
2023 Q1	$453K	Buy	11,862 +1,589	+15%	+$59.9K	0.07%	72
2022 Q4	$362K	Buy	10,273 +2,579	+34%	+$89.7K	0.06%	77
2022 Q3	$254K	Sell	7,694 -537	-7%	-$19.8K	0.05%	85
2022 Q2	$283K	Sell	8,231 -476	-5%	-$17.9K	0.04%	94
2022 Q1	$382K	Buy	8,707 +1,903	+28%	+$82.1K	0.05%	89
2021 Q4	$335K	Buy	+6,804	New	+$376K	0.04%	96

Other funds holding NUMG

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

RTD Financial Advisors's NUMG Position: Q3 2026 in Review

RTD Financial Advisors reduced its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 0.89% in Q3 2026, selling an estimated $6.09K and leaving 14,446 shares worth $654K. The position accounts for 0.07% of the portfolio, ranked #84.

RTD Financial Advisors first reported a position in NUMG in Q4 2021 and has held it in 20 quarters since. The position peaked at $902K in Q1 2025. 7 funds tracked by Wall St. Rank hold NUMG as of Q3 2026.

RTD Financial Advisors held 14,446 shares of Nuveen ESG Mid-Cap Growth ETF worth $654K as of Q3 2026.
RTD Financial Advisors sold 130 Nuveen ESG Mid-Cap Growth ETF shares in Q3 2026, an estimated $6.09K.
Nuveen ESG Mid-Cap Growth ETF made up 0.07% of RTD Financial Advisors's portfolio in Q3 2026, its #84 holding.
RTD Financial Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2021 and has held it in 20 quarters since.
RTD Financial Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $902K in Q1 2025.
7 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q3 2026.

Based on RTD Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.