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Three Bearings Fiduciary Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Three Bearings Fiduciary Advisors’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 		$34.7K Hold
797
– – 0.03% 88
2026
Q1 		$30.9K Hold
797
– – 0.03% 90
2025
Q4 		$32.1K Buy
+797
New +$31K 0.03% 90

Other funds holding NUMV

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

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

Three Bearings Fiduciary Advisors held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q2 2026 at 797 shares worth $34.7K. The position accounts for 0.03% of the portfolio, ranked #88.

Three Bearings Fiduciary Advisors first reported a position in NUMV in Q4 2025 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 797 shares of Nuveen ESG Mid-Cap Value ETF worth $34.7K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Nuveen ESG Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Nuveen ESG Mid-Cap Value ETF made up 0.03% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #88 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

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