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RWA Wealth Partners’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

RWA Wealth Partners’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
2022
Q4 		– Sell
-7,748
Closed -$255K – 271
2022
Q3 		$255K Sell
7,748
-59,435
-88% -$2.19M 0.02% 215
2022
Q2 		$2.31M Buy
67,183
+721
+1% +$27.2K 0.16% 87
2022
Q1 		$2.91M Buy
66,462
+3,887
+6% +$168K 0.19% 90
2021
Q4 		$3.08M Buy
62,575
+8,782
+16% +$485K 0.21% 90
2021
Q3 		$2.92M Buy
53,793
+2,213
+4% +$124K 0.22% 87
2021
Q2 		$2.82M Buy
51,580
+2,893
+6% +$150K 0.21% 85
2021
Q1 		$2.44M Buy
48,687
+9,661
+25% +$485K 0.2% 89
2020
Q4 		$1.93M Sell
39,026
-27,490
-41% -$1.29M 0.17% 92
2020
Q3 		$2.81M Sell
66,516
-1,359
-2% -$56.8K 0.3% 71
2020
Q2 		$2.64M Buy
67,875
+2,220
+3% +$78.4K 0.32% 66
2020
Q1 		$1.92M Buy
65,655
+9,768
+17% +$332K 0.27% 70
2019
Q4 		$1.97M Buy
55,887
+17,321
+45% +$587K 0.2% 92
2019
Q3 		$1.26M Buy
38,566
+8,281
+27% +$274K 0.13% 105
2019
Q2 		$1.02M Buy
30,285
+17,223
+132% +$556K 0.11% 119
2019
Q1 		$409K Buy
+13,062
New +$384K 0.05% 168

Other funds holding NUMG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

RWA Wealth Partners's NUMG Position: Q4 2022 in Review

RWA Wealth Partners sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q4 2022, closing a stake of 7,748 shares — an estimated $255K sold.

RWA Wealth Partners first reported a position in NUMG in Q1 2019 and held it in 15 quarters. The position peaked at $3.08M in Q4 2021. 106 funds tracked by Wall St. Rank hold NUMG as of Q4 2022.

  • RWA Wealth Partners reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • RWA Wealth Partners sold 7,748 Nuveen ESG Mid-Cap Growth ETF shares in Q4 2022, an estimated $255K.
  • RWA Wealth Partners first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2019 and held it in 15 quarters.
  • RWA Wealth Partners's Nuveen ESG Mid-Cap Growth ETF position peaked at $3.08M in Q4 2021.
  • 106 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q4 2022.

Based on RWA Wealth Partners's 13F filing for Q4 2022, filed 19 Jan 2023.