RFA
NUMV icon

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

RTD Financial Advisors’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 		$949K Sell
21,811
-49
-0.2% -$2.05K 0.1% 74
2026
Q1 		$848K Sell
21,860
-29
-0.1% -$1.16K 0.1% 74
2025
Q4 		$856K Sell
21,889
-2,226
-9% -$86.5K 0.1% 70
2025
Q3 		$933K Sell
24,115
-710
-3% -$26.6K 0.11% 66
2025
Q2 		$895K Sell
24,825
-1,030
-4% -$35.2K 0.11% 64
2025
Q1 		$885K Buy
25,855
+3,010
+13% +$106K 0.12% 65
2024
Q4 		$795K Buy
22,845
+172
+0.8% +$6.3K 0.1% 69
2024
Q3 		$835K Buy
22,673
+6,202
+38% +$216K 0.11% 69
2024
Q2 		$544K Buy
16,471
+4,331
+36% +$144K 0.07% 75
2024
Q1 		$415K Sell
12,140
-323
-3% -$10.3K 0.06% 81
2023
Q4 		$393K Buy
12,463
+356
+3% +$10.3K 0.06% 83
2023
Q3 		$344K Buy
12,107
+51
+0.4% +$1.52K 0.05% 85
2023
Q2 		$357K Sell
12,056
-630
-5% -$17.9K 0.05% 85
2023
Q1 		$364K Sell
12,686
-155
-1% -$4.7K 0.06% 81
2022
Q4 		$382K Buy
12,841
+189
+1% +$5.82K 0.06% 75
2022
Q3 		$359K Sell
12,652
-1,076
-8% -$34.5K 0.07% 76
2022
Q2 		$421K Buy
13,728
+1,258
+10% +$42.4K 0.06% 81
2022
Q1 		$449K Buy
12,470
+811
+7% +$29K 0.06% 84
2021
Q4 		$431K Buy
+11,659
New +$443K 0.06% 85

Other funds holding NUMV

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FWM
Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

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

RTD Financial Advisors reduced its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 0.22% in Q2 2026, selling an estimated $2.05K and leaving 21,811 shares worth $949K. The position accounts for 0.1% of the portfolio, ranked #74.

RTD Financial Advisors first reported a position in NUMV in Q4 2021 and has held it in 19 quarters since. 35 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • RTD Financial Advisors held 21,811 shares of Nuveen ESG Mid-Cap Value ETF worth $949K as of Q2 2026.
  • RTD Financial Advisors sold 49 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $2.05K.
  • Nuveen ESG Mid-Cap Value ETF made up 0.1% of RTD Financial Advisors's portfolio in Q2 2026, its #74 holding.
  • RTD Financial Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 35 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

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