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Stearns Financial Services Group’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Stearns Financial Services Group’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
2020
Q3 		$88K Buy
2,093
+1
+0% +$42 0.01% 161
2020
Q2 		$82K Sell
2,092
-620
-23% -$21.9K 0.01% 149
2020
Q1 		$79K Buy
2,712
+149
+6% +$5.06K 0.01% 148
2019
Q4 		$90K Hold
2,563
– – 0.01% 148
2019
Q3 		$84K Sell
2,563
-5,504
-68% -$182K 0.01% 142
2019
Q2 		$271K Buy
8,067
+3,664
+83% +$118K 0.05% 109
2019
Q1 		$138K Buy
4,403
+2,765
+169% +$81.3K 0.03% 135
2018
Q4 		$43K Buy
+1,638
New +$49K 0.01% 148

Other funds holding NUMG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stearns Financial Services Group's NUMG Position: Q3 2020 in Review

Stearns Financial Services Group increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 0.05% in Q3 2020, buying an estimated $42 and bringing the position to 2,093 shares worth $88K. The position accounts for 0.01% of the portfolio, ranked #161.

Stearns Financial Services Group first reported a position in NUMG in Q4 2018 and has held it in 8 quarters since. The position peaked at $271K in Q2 2019. 57 funds tracked by Wall St. Rank hold NUMG as of Q3 2020.

  • Stearns Financial Services Group held 2,093 shares of Nuveen ESG Mid-Cap Growth ETF worth $88K as of Q3 2020.
  • Stearns Financial Services Group bought 1 Nuveen ESG Mid-Cap Growth ETF share in Q3 2020, an estimated $42.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #161 holding.
  • Stearns Financial Services Group first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2018 and has held it in 8 quarters since.
  • Stearns Financial Services Group's Nuveen ESG Mid-Cap Growth ETF position peaked at $271K in Q2 2019.
  • 57 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.