SFSG
NUMG icon

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 $530B AUM 22.01% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return