UB
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UMB Bank’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

UMB Bank’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 		$87.7K Sell
2,017
-166
-8% -$6.94K ﹤0.01% 1098
2026
Q1 		$84.6K Hold
2,183
– – ﹤0.01% 1046
2025
Q4 		$85.4K Hold
2,183
– – ﹤0.01% 1022
2025
Q3 		$84.5K Hold
2,183
– – ﹤0.01% 940
2025
Q2 		$78.7K Sell
2,183
-998
-31% -$34.1K ﹤0.01% 925
2025
Q1 		$109K Sell
3,181
-256
-7% -$8.99K ﹤0.01% 737
2024
Q4 		$120K Sell
3,437
-124
-3% -$4.54K ﹤0.01% 655
2024
Q3 		$131K Sell
3,561
-2,193
-38% -$76.4K ﹤0.01% 651
2024
Q2 		$190K Sell
5,754
-1,880
-25% -$62.4K ﹤0.01% 573
2024
Q1 		$261K Sell
7,634
-551
-7% -$17.5K ﹤0.01% 517
2023
Q4 		$258K Sell
8,185
-153
-2% -$4.42K ﹤0.01% 528
2023
Q3 		$237K Buy
8,338
+554
+7% +$16.5K ﹤0.01% 528
2023
Q2 		$231K Sell
7,784
-1,509
-16% -$43K ﹤0.01% 554
2023
Q1 		$267K Buy
9,293
+301
+3% +$9.13K ﹤0.01% 511
2022
Q4 		$268K Buy
8,992
+292
+3% +$8.99K ﹤0.01% 519
2022
Q3 		$247K Buy
8,700
+54
+0.6% +$1.73K ﹤0.01% 558
2022
Q2 		$265K Sell
8,646
-904
-9% -$30.4K ﹤0.01% 570
2022
Q1 		$344K Buy
9,550
+116
+1% +$4.15K ﹤0.01% 539
2021
Q4 		$349K Buy
9,434
+460
+5% +$17.5K ﹤0.01% 555
2021
Q3 		$325K Buy
8,974
+1,625
+22% +$59.7K 0.01% 320
2021
Q2 		$266K Buy
7,349
+476
+7% +$17.3K 0.01% 326
2021
Q1 		$237K Buy
+6,873
New +$224K 0.01% 333

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

UMB Bank's NUMV Position: Q2 2026 in Review

UMB Bank reduced its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 7.6% in Q2 2026, selling an estimated $6.94K and leaving 2,017 shares worth $87.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

UMB Bank first reported a position in NUMV in Q1 2021 and has held it in 22 quarters since. The position peaked at $349K in Q4 2021. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • UMB Bank held 2,017 shares of Nuveen ESG Mid-Cap Value ETF worth $87.7K as of Q2 2026.
  • UMB Bank sold 166 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $6.94K.
  • Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1098 holding.
  • UMB Bank first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • UMB Bank's Nuveen ESG Mid-Cap Value ETF position peaked at $349K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.