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Steward Partners Investment Advisory’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Steward Partners Investment Advisory’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
2026
Q2 		$19.4K Hold
413
– – ﹤0.01% 3432
2026
Q1 		$17K Hold
413
– – ﹤0.01% 3303
2025
Q4 		$19.7K Sell
413
-63
-13% -$3.02K ﹤0.01% 3149
2025
Q3 		$23.2K Buy
476
+60
+14% +$2.91K ﹤0.01% 3023
2025
Q2 		$20.2K Hold
416
– – ﹤0.01% 2921
2025
Q1 		$17.9K Hold
416
– – ﹤0.01% 2860
2024
Q4 		$19.7K Sell
416
-12
-3% -$572 ﹤0.01% 2806
2024
Q3 		$19.2K Sell
428
-228
-35% -$9.66K ﹤0.01% 2676
2024
Q2 		$27.4K Hold
656
– – ﹤0.01% 2384
2024
Q1 		$29.2K Hold
656
– – ﹤0.01% 2357
2023
Q4 		$27.8K Buy
656
+1
+0.2% +$38 ﹤0.01% 2237
2023
Q3 		$24K Sell
655
-57
-8% -$2.21K ﹤0.01% 2220
2023
Q2 		$27.8K Hold
712
– – ﹤0.01% 2130
2023
Q1 		$27.2K Buy
712
+82
+13% +$3.09K ﹤0.01% 2118
2022
Q4 		$22.2K Hold
630
– – ﹤0.01% 2195
2022
Q3 		$21K Hold
630
– – ﹤0.01% 2206
2022
Q2 		$22K Buy
630
+168
+36% +$6.33K ﹤0.01% 2186
2022
Q1 		$20K Sell
462
-3,799
-89% -$164K ﹤0.01% 2367
2021
Q4 		$210K Buy
4,261
+1
+0% +$55 ﹤0.01% 1296
2021
Q3 		$232K Buy
4,260
+451
+12% +$25.2K ﹤0.01% 1214
2021
Q2 		$208K Buy
3,809
+1,337
+54% +$69.5K ﹤0.01% 1511
2021
Q1 		$124K Buy
2,472
+1,055
+74% +$53K ﹤0.01% 1515
2020
Q4 		$70K Hold
1,417
– – ﹤0.01% 1510
2020
Q3 		$60K Hold
1,417
– – ﹤0.01% 1420
2020
Q2 		$55K Hold
1,417
– – ﹤0.01% 1375
2020
Q1 		$41K Hold
1,417
– – ﹤0.01% 1341
2019
Q4 		$49K Buy
+1,417
New +$48K ﹤0.01% 1401

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Steward Partners Investment Advisory's NUMG Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Nuveen ESG Mid-Cap Growth ETF (NUMG) position steady in Q2 2026 at 413 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3432.

Steward Partners Investment Advisory first reported a position in NUMG in Q4 2019 and has held it in 27 quarters since. The position peaked at $232K in Q3 2021. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • Steward Partners Investment Advisory held 413 shares of Nuveen ESG Mid-Cap Growth ETF worth $19.4K as of Q2 2026.
  • Steward Partners Investment Advisory left its Nuveen ESG Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Nuveen ESG Mid-Cap Growth ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3432 holding.
  • Steward Partners Investment Advisory first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Steward Partners Investment Advisory's Nuveen ESG Mid-Cap Growth ETF position peaked at $232K in Q3 2021.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.