SC
NUMV icon

SouthState Corp’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

SouthState Corp’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
Q3 		– Sell
-17
Closed -$613 – 1517
2025
Q2 		$613 Hold
17
– – ﹤0.01% 1386
2025
Q1 		$582 Buy
+17
New +$597 ﹤0.01% 1456
2024
Q2 		– Sell
-20
Closed -$684 – 729
2024
Q1 		$684 Buy
+20
New +$637 ﹤0.01% 660

Other funds holding NUMV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SouthState Corp's NUMV Position: Q3 2025 in Review

SouthState Corp sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q3 2025, closing a stake of 17 shares — an estimated $613 sold.

SouthState Corp first reported a position in NUMV in Q1 2024 and held it in 3 quarters. The position peaked at $684 in Q1 2024. 126 funds tracked by Wall St. Rank hold NUMV as of Q3 2025.

  • SouthState Corp reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • SouthState Corp sold 17 Nuveen ESG Mid-Cap Value ETF shares in Q3 2025, an estimated $613.
  • SouthState Corp first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2024 and held it in 3 quarters.
  • SouthState Corp's Nuveen ESG Mid-Cap Value ETF position peaked at $684 in Q1 2024.
  • 126 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2025.

Based on SouthState Corp's 13F filing for Q3 2025, filed 5 Nov 2025.