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Stonebridge Financial Group (Pennsylvania)’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-2,563
Closed -$110K – 689
2025
Q1 		$110K Buy
2,563
+23
+0.9% +$1.07K 0.01% 286
2024
Q4 		$120K Buy
+2,540
New +$121K 0.01% 272

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s NUMG Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2025, closing a stake of 2,563 shares — an estimated $110K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in NUMG in Q4 2024 and held it in 2 quarters. The position peaked at $120K in Q4 2024. 130 funds tracked by Wall St. Rank hold NUMG as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 2,563 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2025, an estimated $110K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Nuveen ESG Mid-Cap Growth ETF position peaked at $120K in Q4 2024.
  • 130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.