Urban Financial Advisory Corp’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Urban Financial Advisory Corp’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	$22.3K	Hold	514	–	–	0.01%	54
2026 Q1	$19.9K	Sell	514 -66	-11%	-$2.65K	0.01%	50
2025 Q4	$22.7K	Buy	580 +9	+2%	+$350	0.01%	49
2025 Q3	$22.1K	Sell	571 -111	-16%	-$4.16K	0.01%	47
2025 Q2	$24.6K	Hold	682	–	–	0.01%	48
2025 Q1	$23.3K	Hold	682	–	–	0.01%	52
2024 Q4	$23.8K	Buy	682 +12	+2%	+$440	0.01%	49
2024 Q3	$24.7K	Buy	+670	New	+$23.3K	0.01%	48

Other funds holding NUMV

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Urban Financial Advisory Corp's NUMV Position: Q2 2026 in Review

Urban Financial Advisory Corp held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q2 2026 at 514 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #54.

Urban Financial Advisory Corp first reported a position in NUMV in Q3 2024 and has held it in 8 quarters since. The position peaked at $24.7K in Q3 2024. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

Urban Financial Advisory Corp held 514 shares of Nuveen ESG Mid-Cap Value ETF worth $22.3K as of Q2 2026.
Urban Financial Advisory Corp left its Nuveen ESG Mid-Cap Value ETF share count unchanged in Q2 2026.
Nuveen ESG Mid-Cap Value ETF made up 0.01% of Urban Financial Advisory Corp's portfolio in Q2 2026, its #54 holding.
Urban Financial Advisory Corp first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
Urban Financial Advisory Corp's Nuveen ESG Mid-Cap Value ETF position peaked at $24.7K in Q3 2024.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Urban Financial Advisory Corp's 13F filing for Q2 2026, filed 6 Aug 2026.