SWA
SOA Wealth Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Sell |
7,723
-7,352
| -49% | -$356K | 0.07% | 143 |
|
|
2025
Q1 | $647K | Sell |
15,075
-39
| -0.3% | -$1.67K | 0.14% | 95 |
|
|
2024
Q4 | $716K | Sell |
15,114
-1,933
| -11% | -$91.6K | 0.13% | 92 |
|
|
2024
Q3 | $764K | Hold |
17,047
| – | – | 0.15% | 84 |
|
|
2024
Q2 | $713K | Sell |
17,047
-1,174
| -6% | -$49.1K | 0.14% | 88 |
|
|
2024
Q1 | $810K | Buy |
18,221
+367
| +2% | +$16.3K | 0.17% | 79 |
|
|
2023
Q4 | $756K | Buy |
17,854
+239
| +1% | +$10.1K | 0.17% | 75 |
|
|
2023
Q3 | $646K | Buy |
17,615
+601
| +4% | +$22K | 0.16% | 76 |
|
|
2023
Q2 | $664K | Buy |
+17,014
| New | +$664K | 0.16% | 75 |
|