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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RTD Financial Advisors's NUMG Position: Q2 2026 in Review

RTD Financial Advisors reduced its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 0.01% in Q2 2026, selling an estimated $45 and leaving 14,576 shares worth $684K. 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 19 quarters since. The position peaked at $902K in Q1 2025. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • RTD Financial Advisors held 14,576 shares of Nuveen ESG Mid-Cap Growth ETF worth $684K as of Q2 2026.
  • RTD Financial Advisors sold 1 Nuveen ESG Mid-Cap Growth ETF share in Q2 2026, an estimated $45.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.07% of RTD Financial Advisors's portfolio in Q2 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 19 quarters since.
  • RTD Financial Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $902K in Q1 2025.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.