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Sugarloaf Wealth Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Sugarloaf Wealth Management’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
2020
Q4 		– Sell
-1,217
Closed – – 742
2020
Q3 		$0 Hold
1,217
– – ﹤0.01% 703
2020
Q2 		$47K Hold
1,217
– – 0.02% 245
2020
Q1 		$36K Buy
+1,217
New +$41.3K 0.02% 255

Other funds holding NUMG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $513M AUM 48.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Sugarloaf Wealth Management's NUMG Position: Q4 2020 in Review

Sugarloaf Wealth Management sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q4 2020, closing a stake of 1,217 shares.

Sugarloaf Wealth Management first reported a position in NUMG in Q1 2020 and held it in 3 quarters. The position peaked at $47K in Q2 2020. 70 funds tracked by Wall St. Rank hold NUMG as of Q4 2020.

  • Sugarloaf Wealth Management reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,217 Nuveen ESG Mid-Cap Growth ETF shares in Q4 2020.
  • Sugarloaf Wealth Management first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2020 and held it in 3 quarters.
  • Sugarloaf Wealth Management's Nuveen ESG Mid-Cap Growth ETF position peaked at $47K in Q2 2020.
  • 70 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q4 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.