RW
NUMV icon

RVW Wealth’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

RVW Wealth’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 		$744K Hold
17,113
– – 0.05% 91
2026
Q1 		$663K Sell
17,113
-69
-0.4% -$2.77K 0.05% 93
2025
Q4 		$672K Sell
17,182
-782
-4% -$30.4K 0.05% 92
2025
Q3 		$695K Hold
17,964
– – 0.05% 88
2025
Q2 		$648K Sell
17,964
-283
-2% -$9.67K 0.06% 84
2025
Q1 		$624K Sell
18,247
-747
-4% -$26.2K 0.06% 80
2024
Q4 		$661K Buy
18,994
+117
+0.6% +$4.29K 0.06% 76
2024
Q3 		$695K Buy
18,877
+16
+0.1% +$558 0.06% 77
2024
Q2 		$623K Buy
18,861
+32
+0.2% +$1.06K 0.06% 79
2024
Q1 		$644K Sell
18,829
-222
-1% -$7.07K 0.07% 81
2023
Q4 		$601K Buy
19,051
+66
+0.3% +$1.91K 0.07% 84
2023
Q3 		$540K Buy
18,985
+29
+0.2% +$866 0.07% 88
2023
Q2 		$562K Buy
18,956
+4,954
+35% +$141K 0.07% 92
2023
Q1 		$402K Buy
14,002
+1,295
+10% +$39.3K 0.05% 106
2022
Q4 		$378K Buy
12,707
+18
+0.1% +$554 0.05% 110
2022
Q3 		$360K Buy
12,689
+4
+0% +$128 0.05% 107
2022
Q2 		$389K Hold
12,685
– – 0.05% 103
2022
Q1 		$457K Buy
12,685
+370
+3% +$13.2K 0.05% 94
2021
Q4 		$455K Buy
12,315
+1,254
+11% +$47.7K 0.05% 95
2021
Q3 		$0 Sell
11,061
-289
-3% -$10.6K ﹤0.01% 110
2021
Q2 		$0 Sell
11,350
-1
-0% -$36 ﹤0.01% 102
2021
Q1 		$1M Buy
11,351
+2,030
+22% +$66.2K 0.13% 88
2020
Q4 		$1M Buy
+9,321
New +$263K 0.15% 79

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

RVW Wealth's NUMV Position: Q2 2026 in Review

RVW Wealth held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q2 2026 at 17,113 shares worth $744K. The position accounts for 0.05% of the portfolio, ranked #91.

RVW Wealth first reported a position in NUMV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1M in Q1 2021. 131 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • RVW Wealth held 17,113 shares of Nuveen ESG Mid-Cap Value ETF worth $744K as of Q2 2026.
  • RVW Wealth left its Nuveen ESG Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Nuveen ESG Mid-Cap Value ETF made up 0.05% of RVW Wealth's portfolio in Q2 2026, its #91 holding.
  • RVW Wealth first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • RVW Wealth's Nuveen ESG Mid-Cap Value ETF position peaked at $1M in Q1 2021.
  • 131 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.