Stifel Financial
NUMG icon

Stifel Financial’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Stifel Financial’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
2024
Q2 		– Sell
-14,447
Closed -$643K – 3428
2024
Q1 		$643K Buy
14,447
+63
+0.4% +$2.7K ﹤0.01% 2464
2023
Q4 		$609K Sell
14,384
-480
-3% -$18.2K ﹤0.01% 2463
2023
Q3 		$545K Buy
14,864
+6,034
+68% +$234K ﹤0.01% 2450
2023
Q2 		$345K Buy
8,830
+103
+1% +$3.82K ﹤0.01% 2743
2023
Q1 		$334K Sell
8,727
-167
-2% -$6.29K ﹤0.01% 2745
2022
Q4 		$313K Buy
8,894
+426
+5% +$14.8K ﹤0.01% 2732
2022
Q3 		$279K Buy
8,468
+202
+2% +$7.45K ﹤0.01% 2760
2022
Q2 		$284K Buy
+8,266
New +$312K ﹤0.01% 2784

Other funds holding NUMG

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stifel Financial's NUMG Position: Q2 2024 in Review

Stifel Financial sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2024, closing a stake of 14,447 shares — an estimated $643K sold.

Stifel Financial first reported a position in NUMG in Q2 2022 and held it in 8 quarters. The position peaked at $643K in Q1 2024. 121 funds tracked by Wall St. Rank hold NUMG as of Q2 2024.

  • Stifel Financial reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Stifel Financial sold 14,447 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2024, an estimated $643K.
  • Stifel Financial first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2022 and held it in 8 quarters.
  • Stifel Financial's Nuveen ESG Mid-Cap Growth ETF position peaked at $643K in Q1 2024.
  • 121 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2024.

Based on Stifel Financial's 13F filing for Q2 2024, filed 13 Aug 2024.