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

Summit 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 		$273K Hold
6,280
– – ﹤0.01% 1372
2026
Q1 		$243K Buy
+6,280
New +$252K ﹤0.01% 1275

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

Summit Financial's NUMV Position: Q2 2026 in Review

Summit Financial held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q2 2026 at 6,280 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Summit Financial first reported a position in NUMV in Q1 2026 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • Summit Financial held 6,280 shares of Nuveen ESG Mid-Cap Value ETF worth $273K as of Q2 2026.
  • Summit Financial left its Nuveen ESG Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1372 holding.
  • Summit Financial first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

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