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Steward Partners Investment Advisory’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Steward Partners Investment Advisory’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
2026
Q2 		$121K Buy
2,772
+339
+14% +$14.2K ﹤0.01% 2493
2026
Q1 		$94.3K Sell
2,433
-139
-5% -$5.58K ﹤0.01% 2401
2025
Q4 		$101K Buy
2,572
+22
+0.9% +$855 ﹤0.01% 2289
2025
Q3 		$98.7K Buy
2,550
+256
+11% +$9.6K ﹤0.01% 2242
2025
Q2 		$82.7K Buy
2,294
+69
+3% +$2.36K ﹤0.01% 2220
2025
Q1 		$76.1K Buy
2,225
+78
+4% +$2.74K ﹤0.01% 2176
2024
Q4 		$74.7K Sell
2,147
-5,098
-70% -$187K ﹤0.01% 2126
2024
Q3 		$267K Buy
7,245
+4,941
+214% +$172K ﹤0.01% 1382
2024
Q2 		$76.1K Buy
2,304
+837
+57% +$27.8K ﹤0.01% 1907
2024
Q1 		$50.2K Hold
1,467
– – ﹤0.01% 2115
2023
Q4 		$46.3K Buy
1,467
+1,017
+226% +$29.4K ﹤0.01% 2033
2023
Q3 		$12.8K Sell
450
-342
-43% -$10.2K ﹤0.01% 2492
2023
Q2 		$23.5K Hold
792
– – ﹤0.01% 2210
2023
Q1 		$22.7K Sell
792
-72
-8% -$2.19K ﹤0.01% 2195
2022
Q4 		$25.7K Hold
864
– – ﹤0.01% 2119
2022
Q3 		$25K Sell
864
-636
-42% -$20.4K ﹤0.01% 2113
2022
Q2 		$46K Sell
1,500
-4,971
-77% -$167K ﹤0.01% 1849
2022
Q1 		$233K Hold
6,471
– – ﹤0.01% 1234
2021
Q4 		$239K Buy
6,471
+396
+7% +$15.1K ﹤0.01% 1237
2021
Q3 		$220K Hold
6,075
– – ﹤0.01% 1236
2021
Q2 		$220K Buy
6,075
+3,423
+129% +$124K ﹤0.01% 1469
2021
Q1 		$91.3K Sell
2,652
-170
-6% -$5.54K ﹤0.01% 1675
2020
Q4 		$85K Buy
2,822
+411
+17% +$11.6K ﹤0.01% 1431
2020
Q3 		$61K Buy
2,411
+37
+2% +$938 ﹤0.01% 1410
2020
Q2 		$57K Buy
2,374
+312
+15% +$7.08K ﹤0.01% 1359
2020
Q1 		$41K Buy
2,062
+437
+27% +$11.8K ﹤0.01% 1342
2019
Q4 		$49K Buy
+1,625
New +$48.5K ﹤0.01% 1402

Other funds holding NUMV

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Steward Partners Investment Advisory increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 14% in Q2 2026, buying an estimated $14.2K and bringing the position to 2,772 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

Steward Partners Investment Advisory first reported a position in NUMV in Q4 2019 and has held it in 27 quarters since. The position peaked at $267K in Q3 2024. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • Steward Partners Investment Advisory held 2,772 shares of Nuveen ESG Mid-Cap Value ETF worth $121K as of Q2 2026.
  • Steward Partners Investment Advisory bought 339 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $14.2K.
  • Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2493 holding.
  • Steward Partners Investment Advisory first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Steward Partners Investment Advisory's Nuveen ESG Mid-Cap Value ETF position peaked at $267K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

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