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
Q2 		$759K Buy
17,459
+80
+0.5% +$3.34K ﹤0.01% 2720
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

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

Stifel Financial's NUMV Position: Q2 2026 in Review

Stifel Financial increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 0.46% in Q2 2026, buying an estimated $3.34K and bringing the position to 17,459 shares worth $759K. The position accounts for ﹤0.01% of the portfolio, ranked #2720.

Stifel Financial first reported a position in NUMV in Q1 2023 and has held it in 14 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • Stifel Financial held 17,459 shares of Nuveen ESG Mid-Cap Value ETF worth $759K as of Q2 2026.
  • Stifel Financial bought 80 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $3.34K.
  • Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2720 holding.
  • Stifel Financial first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.