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

US Financial 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
2025 Q1	$601K	Buy	14,002 +572	+4%	+$26.7K	0.18%	50
2024 Q4	$636K	Buy	13,430 +267	+2%	+$12.7K	0.2%	47
2024 Q3	$590K	Sell	13,163 -1,188	-8%	-$50.3K	0.18%	49
2024 Q2	$600K	Buy	14,351 +158	+1%	+$6.7K	0.2%	49
2024 Q1	$631K	Buy	14,193 +573	+4%	+$24.6K	0.22%	46
2023 Q4	$577K	Buy	13,620 +922	+7%	+$35K	0.21%	47
2023 Q3	$466K	Buy	12,698 +955	+8%	+$37K	0.19%	49
2023 Q2	$458K	Sell	11,743 -715	-6%	-$26.5K	0.19%	50
2023 Q1	$476K	Buy	12,458 +1,014	+9%	+$38.2K	0.21%	50
2022 Q4	$403K	Buy	+11,444	New	+$398K	0.2%	49

Other funds holding NUMG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

US Financial Advisors's NUMG Position: Q1 2025 in Review

US Financial Advisors increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 4.3% in Q1 2025, buying an estimated $26.7K and bringing the position to 14,002 shares worth $601K. The position accounts for 0.18% of the portfolio, ranked #50.

US Financial Advisors first reported a position in NUMG in Q4 2022 and has held it in 10 quarters since. The position peaked at $636K in Q4 2024. 136 funds tracked by Wall St. Rank hold NUMG as of Q1 2025.

US Financial Advisors held 14,002 shares of Nuveen ESG Mid-Cap Growth ETF worth $601K as of Q1 2025.
US Financial Advisors bought 572 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2025, an estimated $26.7K.
Nuveen ESG Mid-Cap Growth ETF made up 0.18% of US Financial Advisors's portfolio in Q1 2025, its #50 holding.
US Financial Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2022 and has held it in 10 quarters since.
US Financial Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $636K in Q4 2024.
136 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.