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
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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWP

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SageView Advisory Group's NUMV Position: Q4 2025 in Review

SageView Advisory Group increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 10% in Q4 2025, buying an estimated $58.3K and bringing the position to 16,000 shares worth $626K. The position accounts for 0.02% of the portfolio, ranked #323.

SageView Advisory Group first reported a position in NUMV in Q4 2024 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold NUMV as of Q4 2025.

SageView Advisory Group held 16,000 shares of Nuveen ESG Mid-Cap Value ETF worth $626K as of Q4 2025.
SageView Advisory Group bought 1,500 Nuveen ESG Mid-Cap Value ETF shares in Q4 2025, an estimated $58.3K.
Nuveen ESG Mid-Cap Value ETF made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #323 holding.
SageView Advisory Group first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
127 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.