SHF
NUMV icon

Stage Harbor Financial’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Stage Harbor Financial’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
2026
Q1 		$223K Hold
5,755
– – 0.15% 56
2025
Q4 		$225K Sell
5,755
-718
-11% -$27.9K 0.15% 58
2025
Q3 		$250K Hold
6,473
– – 0.18% 53
2025
Q2 		$233K Sell
6,473
-2,160
-25% -$73.8K 0.19% 54
2025
Q1 		$295K Buy
8,633
+624
+8% +$21.9K 0.25% 46
2024
Q4 		$279K Buy
8,009
+165
+2% +$6.05K 0.24% 43
2024
Q3 		$287K Sell
7,844
-229
-3% -$7.98K 0.26% 37
2024
Q2 		$267K Sell
8,073
-898
-10% -$29.8K 0.26% 32
2024
Q1 		$307K Hold
8,971
– – 0.28% 33
2023
Q4 		$283K Buy
+8,971
New +$259K 0.27% 32

Other funds holding NUMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return