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Waterloo Capital’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Waterloo Capital’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
Q2 		– Sell
-10,279
Closed -$441K – 474
2025
Q1 		$441K Buy
+10,279
New +$480K 0.04% 265

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Waterloo Capital's NUMG Position: Q2 2025 in Review

Waterloo Capital sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2025, closing a stake of 10,279 shares — an estimated $441K sold.

Waterloo Capital first reported a position in NUMG in Q1 2025 and held it in 1 quarter. The position peaked at $441K in Q1 2025. 130 funds tracked by Wall St. Rank hold NUMG as of Q2 2025.

  • Waterloo Capital reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Waterloo Capital sold 10,279 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2025, an estimated $441K.
  • Waterloo Capital first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2025 and held it in 1 quarter.
  • Waterloo Capital's Nuveen ESG Mid-Cap Growth ETF position peaked at $441K in Q1 2025.
  • 130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2025.

Based on Waterloo Capital's 13F filing for Q2 2025, filed 12 Aug 2025.