SFGP
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Stonebridge Financial Group (Pennsylvania)’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-3,575
Closed -$122K – 690
2025
Q1 		$122K Sell
3,575
-175
-5% -$6.14K 0.01% 272
2024
Q4 		$131K Buy
+3,750
New +$137K 0.01% 259

Other funds holding NUMV

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AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Stonebridge Financial Group (Pennsylvania) sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q2 2025, closing a stake of 3,575 shares — an estimated $122K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in NUMV in Q4 2024 and held it in 2 quarters. The position peaked at $131K in Q4 2024. 126 funds tracked by Wall St. Rank hold NUMV as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 3,575 Nuveen ESG Mid-Cap Value ETF shares in Q2 2025, an estimated $122K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Nuveen ESG Mid-Cap Value ETF position peaked at $131K in Q4 2024.
  • 126 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2025.

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