VestGen Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

VestGen 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	$221K	Hold	5,073	–	–	0.01%	990
2026 Q1	$211K	Sell	5,073 -1,701	-25%	-$68.2K	0.01%	983
2025 Q4	$265K	Hold	6,774	–	–	0.01%	630
2025 Q3	$262K	Hold	6,774	–	–	0.01%	622
2025 Q2	$244K	Hold	6,774	–	–	0.01%	537
2025 Q1	$232K	Buy	+6,774	New	+$238K	0.01%	513

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

VestGen Advisors's NUMV Position: Q2 2026 in Review

VestGen Advisors held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q2 2026 at 5,073 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #990.

VestGen Advisors first reported a position in NUMV in Q1 2025 and has held it in 6 quarters since. The position peaked at $265K in Q4 2025. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

VestGen Advisors held 5,073 shares of Nuveen ESG Mid-Cap Value ETF worth $221K as of Q2 2026.
VestGen Advisors 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 VestGen Advisors's portfolio in Q2 2026, its #990 holding.
VestGen Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Nuveen ESG Mid-Cap Value ETF position peaked at $265K in Q4 2025.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.