Tiedemann Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Tiedemann 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
2023 Q3	$10M	Sell	274,006 -19,977	-7%	-$774K	0.43%	28
2023 Q2	$11.5M	Sell	293,983 -165,051	-36%	-$6.13M	0.49%	26
2023 Q1	$17.5M	Sell	459,034 -551,673	-55%	-$20.8M	0.8%	21
2022 Q4	$35.6M	Buy	1,010,707 +175,260	+21%	+$6.1M	1.7%	13
2022 Q3	$27.5M	Sell	835,447 -116,126	-12%	-$4.29M	1.67%	11
2022 Q2	$32.7M	Buy	951,573 +59,825	+7%	+$2.26M	2.46%	8
2022 Q1	$39.1M	Buy	891,748 +376,283	+73%	+$16.2M	1.99%	9
2021 Q4	$25.3M	Buy	515,465 +25,953	+5%	+$1.43M	1.24%	15
2021 Q3	$26.6M	Sell	489,512 -62,378	-11%	-$3.49M	1.42%	13
2021 Q2	$30.2M	Buy	551,890 +32,044	+6%	+$1.67M	1.21%	15
2021 Q1	$26M	Buy	519,846 +58,239	+13%	+$2.93M	1.14%	16
2020 Q4	$22.8M	Buy	461,607 +20,184	+5%	+$945K	1.11%	15
2020 Q3	$18.7M	Buy	441,423 +34,724	+9%	+$1.45M	0.9%	20
2020 Q2	$15.8M	Buy	406,699 +204,519	+101%	+$7.22M	0.84%	24
2020 Q1	$5.92M	Buy	+202,180	New	+$6.87M	0.38%	49

Other funds holding NUMG

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return

Tiedemann Advisors's NUMG Position: Q3 2023 in Review

Tiedemann Advisors reduced its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 6.8% in Q3 2023, selling an estimated $774K and leaving 274,006 shares worth $10M. The position accounts for 0.43% of the portfolio, ranked #28.

Tiedemann Advisors first reported a position in NUMG in Q1 2020 and has held it in 15 quarters since. The position peaked at $39.1M in Q1 2022. 117 funds tracked by Wall St. Rank hold NUMG as of Q3 2023.

Tiedemann Advisors held 274,006 shares of Nuveen ESG Mid-Cap Growth ETF worth $10M as of Q3 2023.
Tiedemann Advisors sold 19,977 Nuveen ESG Mid-Cap Growth ETF shares in Q3 2023, an estimated $774K.
Nuveen ESG Mid-Cap Growth ETF made up 0.43% of Tiedemann Advisors's portfolio in Q3 2023, its #28 holding.
Tiedemann Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2020 and has held it in 15 quarters since.
Tiedemann Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $39.1M in Q1 2022.
117 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.