Sound Stewardship’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Sound Stewardship’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
2025 Q1	–	Sell	-4,500	Closed	-$213K	–	61
2024 Q4	$213K	Sell	4,500 -51	-1%	-$2.43K	0.13%	60
2024 Q3	$204K	Buy	+4,551	New	+$193K	0.11%	60
2024 Q2	–	Sell	-5,787	Closed	-$257K	–	60
2024 Q1	$257K	Hold	5,787	–	–	0.16%	54
2023 Q4	$245K	Sell	5,787 -1,799	-24%	-$68.4K	0.16%	59
2023 Q3	$278K	Sell	7,586 -30	-0.4%	-$1.16K	0.19%	57
2023 Q2	$297K	Hold	7,616	–	–	0.2%	55
2023 Q1	$291K	Sell	7,616 -29	-0.4%	-$1.09K	0.2%	54
2022 Q4	$269K	Buy	+7,645	New	+$266K	0.2%	53

Other funds holding NUMG

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

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

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

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

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

Sound Stewardship's NUMG Position: Q1 2025 in Review

Sound Stewardship sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2025, closing a stake of 4,500 shares — an estimated $213K sold.

Sound Stewardship first reported a position in NUMG in Q4 2022 and held it in 8 quarters. The position peaked at $297K in Q2 2023. 136 funds tracked by Wall St. Rank hold NUMG as of Q1 2025.

Sound Stewardship reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Sound Stewardship sold 4,500 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2025, an estimated $213K.
Sound Stewardship first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2022 and held it in 8 quarters.
Sound Stewardship's Nuveen ESG Mid-Cap Growth ETF position peaked at $297K in Q2 2023.
136 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2025.

Based on Sound Stewardship's 13F filing for Q1 2025, filed 16 Apr 2025.