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Three Bearings Fiduciary Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Three Bearings Fiduciary Advisors’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
2026
Q2 		$16.6K Hold
353
– – 0.01% 118
2026
Q1 		$14.5K Hold
353
– – 0.01% 121
2025
Q4 		$15.9K Buy
+353
New +$16.9K 0.01% 124

Other funds holding NUMG

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Three Bearings Fiduciary Advisors's NUMG Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Nuveen ESG Mid-Cap Growth ETF (NUMG) position steady in Q2 2026 at 353 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #118.

Three Bearings Fiduciary Advisors first reported a position in NUMG in Q4 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 353 shares of Nuveen ESG Mid-Cap Growth ETF worth $16.6K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Nuveen ESG Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #118 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.