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

SVA 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 		$345K Hold
6,980
– – 0.03% 192
2020
Q3 		$295K Hold
6,980
– – 0.03% 176
2020
Q2 		$272K Buy
+6,980
New +$246K 0.03% 177

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 $477M AUM 49.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 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

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

SVA Wealth Management held its Nuveen ESG Mid-Cap Growth ETF (NUMG) position steady in Q4 2020 at 6,980 shares worth $345K. The position accounts for 0.03% of the portfolio, ranked #192.

SVA Wealth Management first reported a position in NUMG in Q2 2020 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold NUMG as of Q4 2020.

  • SVA Wealth Management held 6,980 shares of Nuveen ESG Mid-Cap Growth ETF worth $345K as of Q4 2020.
  • SVA Wealth Management left its Nuveen ESG Mid-Cap Growth ETF share count unchanged in Q4 2020.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.03% of SVA Wealth Management's portfolio in Q4 2020, its #192 holding.
  • SVA Wealth Management first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2020 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.