SFP
NUMV icon

Sterling Financial Planning’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-1,474
Closed -$53K – 288
2021
Q3 		$53K Hold
1,474
– – 0.03% 180
2021
Q2 		$53K Buy
1,474
+599
+68% +$21.8K 0.03% 167
2021
Q1 		$30K Buy
+875
New +$28.5K 0.02% 196

Other funds holding NUMV

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return

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

Sterling Financial Planning sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q4 2021, closing a stake of 1,474 shares — an estimated $53K sold.

Sterling Financial Planning first reported a position in NUMV in Q1 2021 and held it in 3 quarters. The position peaked at $53K in Q3 2021. 86 funds tracked by Wall St. Rank hold NUMV as of Q4 2021.

  • Sterling Financial Planning reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,474 Nuveen ESG Mid-Cap Value ETF shares in Q4 2021, an estimated $53K.
  • Sterling Financial Planning first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2021 and held it in 3 quarters.
  • Sterling Financial Planning's Nuveen ESG Mid-Cap Value ETF position peaked at $53K in Q3 2021.
  • 86 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q4 2021.

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