SageView Advisory Group’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

SageView Advisory Group’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	$625K	Hold	13,300	–	–	0.02%	326
2026 Q1	$546K	Hold	13,300	–	–	0.02%	336
2025 Q4	$635K	Buy	13,300 +1,250	+10%	+$59.9K	0.02%	319
2025 Q3	$587K	Hold	12,050	–	–	0.02%	351
2025 Q2	$595K	Hold	12,050	–	–	0.02%	337
2025 Q1	$517K	Hold	12,050	–	–	0.02%	341
2024 Q4	$571K	Buy	+12,050	New	+$575K	0.02%	320

Other funds holding NUMG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SageView Advisory Group's NUMG Position: Q2 2026 in Review

SageView Advisory Group held its Nuveen ESG Mid-Cap Growth ETF (NUMG) position steady in Q2 2026 at 13,300 shares worth $625K. The position accounts for 0.02% of the portfolio, ranked #326.

SageView Advisory Group first reported a position in NUMG in Q4 2024 and has held it in 7 quarters since. The position peaked at $635K in Q4 2025. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

SageView Advisory Group held 13,300 shares of Nuveen ESG Mid-Cap Growth ETF worth $625K as of Q2 2026.
SageView Advisory Group left its Nuveen ESG Mid-Cap Growth ETF share count unchanged in Q2 2026.
Nuveen ESG Mid-Cap Growth ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #326 holding.
SageView Advisory Group first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
SageView Advisory Group's Nuveen ESG Mid-Cap Growth ETF position peaked at $635K in Q4 2025.
134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.