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 Q2	$250K	Hold	5,755	–	–	0.14%	58
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

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Stage Harbor Financial's NUMV Position: Q2 2026 in Review

Stage Harbor Financial held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q2 2026 at 5,755 shares worth $250K. The position accounts for 0.14% of the portfolio, ranked #58.

Stage Harbor Financial first reported a position in NUMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $307K in Q1 2024. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

Stage Harbor Financial held 5,755 shares of Nuveen ESG Mid-Cap Value ETF worth $250K as of Q2 2026.
Stage Harbor Financial left its Nuveen ESG Mid-Cap Value ETF share count unchanged in Q2 2026.
Nuveen ESG Mid-Cap Value ETF made up 0.14% of Stage Harbor Financial's portfolio in Q2 2026, its #58 holding.
Stage Harbor Financial first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Stage Harbor Financial's Nuveen ESG Mid-Cap Value ETF position peaked at $307K in Q1 2024.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.