SFP
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Sterling Financial Planning’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-171
Closed -$9K – 287
2021
Q3 		$9K Hold
171
– – 0.01% 327
2021
Q2 		$9K Buy
171
+112
+190% +$5.83K 0.01% 310
2021
Q1 		$3K Buy
+59
New +$2.96K ﹤0.01% 350

Other funds holding NUMG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sterling Financial Planning's NUMG Position: Q4 2021 in Review

Sterling Financial Planning sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q4 2021, closing a stake of 171 shares — an estimated $9K sold.

Sterling Financial Planning first reported a position in NUMG in Q1 2021 and held it in 3 quarters. The position peaked at $9K in Q3 2021. 107 funds tracked by Wall St. Rank hold NUMG as of Q4 2021.

  • Sterling Financial Planning reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 171 Nuveen ESG Mid-Cap Growth ETF shares in Q4 2021, an estimated $9K.
  • Sterling Financial Planning first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2021 and held it in 3 quarters.
  • Sterling Financial Planning's Nuveen ESG Mid-Cap Growth ETF position peaked at $9K in Q3 2021.
  • 107 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.