Stifel Financial
NUMV icon

Stifel Financial’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Stifel Financial’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
Q1 		$674K Sell
17,379
-166
-0.9% -$6.66K ﹤0.01% 2681
2025
Q4 		$686K Buy
17,545
+169
+1% +$6.57K ﹤0.01% 2686
2025
Q3 		$672K Sell
17,376
-97
-0.6% -$3.64K ﹤0.01% 2631
2025
Q2 		$630K Buy
17,473
+378
+2% +$12.9K ﹤0.01% 2628
2025
Q1 		$585K Buy
17,095
+10
+0.1% +$351 ﹤0.01% 2587
2024
Q4 		$595K Sell
17,085
-261
-2% -$9.57K ﹤0.01% 2572
2024
Q3 		$639K Sell
17,346
-37
-0.2% -$1.29K ﹤0.01% 2520
2024
Q2 		$574K Buy
17,383
+100
+0.6% +$3.32K ﹤0.01% 2539
2024
Q1 		$591K Buy
17,283
+1
+0% +$32 ﹤0.01% 2510
2023
Q4 		$545K Sell
17,282
-199
-1% -$5.75K ﹤0.01% 2518
2023
Q3 		$497K Buy
17,481
+2,106
+14% +$62.9K ﹤0.01% 2492
2023
Q2 		$456K Sell
15,375
-3,604
-19% -$103K ﹤0.01% 2574
2023
Q1 		$545K Buy
+18,979
New +$576K ﹤0.01% 2468

Other funds holding NUMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return