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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
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
TIAA Trust, National Association
Charlotte, North Carolina
$1.65B AUM
16.63%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
AG
AlTi Global
New York
$4.6B AUM
22.54%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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