Stewardship Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Stewardship Advisors’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
2022 Q1	–	Sell	-76,061	Closed	-$3.74M	–	54
2021 Q4	$3.74M	Sell	76,061 -1,592	-2%	-$88K	1.34%	24
2021 Q3	$4.22M	Sell	77,653 -488	-0.6%	-$27.3K	1.6%	22
2021 Q2	$4.27M	Buy	78,141 +628	+0.8%	+$32.7K	1.6%	21
2021 Q1	$3.88M	Buy	77,513 +2,070	+3%	+$104K	1.53%	19
2020 Q4	$3.73M	Buy	75,443 +3,337	+5%	+$156K	1.52%	21
2020 Q3	$3.26M	Sell	72,106 -2,946	-4%	-$123K	1.63%	19
2020 Q2	$2.92M	Buy	75,052 +1,181	+2%	+$41.7K	1.62%	22
2020 Q1	$2.16M	Sell	73,871 -12,343	-14%	-$419K	1.4%	23
2019 Q4	$3.04M	Buy	+86,214	New	+$2.92M	1.91%	19

Other funds holding NUMG

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stewardship Advisors's NUMG Position: Q1 2022 in Review

Stewardship Advisors sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2022, closing a stake of 76,061 shares — an estimated $3.74M sold.

Stewardship Advisors first reported a position in NUMG in Q4 2019 and held it in 9 quarters. The position peaked at $4.27M in Q2 2021. 116 funds tracked by Wall St. Rank hold NUMG as of Q1 2022.

Stewardship Advisors reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Stewardship Advisors sold 76,061 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2022, an estimated $3.74M.
Stewardship Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2019 and held it in 9 quarters.
Stewardship Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $4.27M in Q2 2021.
116 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2022.

Based on Stewardship Advisors's 13F filing for Q1 2022, filed 11 Apr 2022.