RVW Wealth
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
Q3 		$724K Hold
17,113
– – 0.05% 98
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% -$9.7K 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

Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Neumann Capital Management
Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

RVW Wealth's NUMV Position: Q3 2026 in Review

RVW Wealth held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q3 2026 at 17,113 shares worth $724K. The position accounts for 0.05% of the portfolio, ranked #98.

RVW Wealth first reported a position in NUMV in Q4 2020 and has held it in 24 quarters since. The position peaked at $1M in Q1 2021. 16 funds tracked by Wall St. Rank hold NUMV as of Q3 2026.

  • RVW Wealth held 17,113 shares of Nuveen ESG Mid-Cap Value ETF worth $724K as of Q3 2026.
  • RVW Wealth left its Nuveen ESG Mid-Cap Value ETF share count unchanged in Q3 2026.
  • Nuveen ESG Mid-Cap Value ETF made up 0.05% of RVW Wealth's portfolio in Q3 2026, its #98 holding.
  • RVW Wealth first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2020 and has held it in 24 quarters since.
  • RVW Wealth's Nuveen ESG Mid-Cap Value ETF position peaked at $1M in Q1 2021.
  • 16 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.