SageView Advisory Group’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

SageView Advisory Group’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	$696K	Hold	16,000	–	–	0.02%	302
2026 Q1	$620K	Hold	16,000	–	–	0.02%	311
2025 Q4	$626K	Buy	16,000 +1,500	+10%	+$58.3K	0.02%	323
2025 Q3	$561K	Hold	14,500	–	–	0.02%	364
2025 Q2	$540K	Hold	14,500	–	–	0.02%	358
2025 Q1	$496K	Hold	14,500	–	–	0.02%	348
2024 Q4	$505K	Buy	+14,500	New	+$531K	0.02%	342

Other funds holding NUMV

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SageView Advisory Group held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q2 2026 at 16,000 shares worth $696K. The position accounts for 0.02% of the portfolio, ranked #302.

SageView Advisory Group first reported a position in NUMV in Q4 2024 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

SageView Advisory Group held 16,000 shares of Nuveen ESG Mid-Cap Value ETF worth $696K as of Q2 2026.
SageView Advisory Group left its Nuveen ESG Mid-Cap Value ETF share count unchanged in Q2 2026.
Nuveen ESG Mid-Cap Value ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #302 holding.
SageView Advisory Group first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

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