SOA Wealth Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

SOA Wealth Advisors’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	$344K	Hold	7,333	–	–	0.06%	161
2026 Q1	$301K	Hold	7,333	–	–	0.06%	158
2025 Q4	$350K	Hold	7,333	–	–	0.06%	153
2025 Q3	$357K	Sell	7,333 -390	-5%	-$18.9K	0.06%	149
2025 Q2	$374K	Sell	7,723 -7,352	-49%	-$330K	0.07%	143
2025 Q1	$647K	Sell	15,075 -39	-0.3%	-$1.82K	0.14%	95
2024 Q4	$716K	Sell	15,114 -1,933	-11%	-$92.2K	0.13%	92
2024 Q3	$764K	Hold	17,047	–	–	0.15%	84
2024 Q2	$713K	Sell	17,047 -1,174	-6%	-$49.8K	0.14%	88
2024 Q1	$810K	Buy	18,221 +367	+2%	+$15.7K	0.17%	79
2023 Q4	$756K	Buy	17,854 +239	+1%	+$9.08K	0.17%	75
2023 Q3	$646K	Buy	17,615 +601	+4%	+$23.3K	0.16%	76
2023 Q2	$664K	Buy	+17,014	New	+$632K	0.16%	75

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

SOA Wealth Advisors's NUMG Position: Q2 2026 in Review

SOA Wealth Advisors held its Nuveen ESG Mid-Cap Growth ETF (NUMG) position steady in Q2 2026 at 7,333 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #161.

SOA Wealth Advisors first reported a position in NUMG in Q2 2023 and has held it in 13 quarters since. The position peaked at $810K in Q1 2024. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

SOA Wealth Advisors held 7,333 shares of Nuveen ESG Mid-Cap Growth ETF worth $344K as of Q2 2026.
SOA Wealth Advisors left its Nuveen ESG Mid-Cap Growth ETF share count unchanged in Q2 2026.
Nuveen ESG Mid-Cap Growth ETF made up 0.06% of SOA Wealth Advisors's portfolio in Q2 2026, its #161 holding.
SOA Wealth Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
SOA Wealth Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $810K in Q1 2024.
134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.