WCG Wealth Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

WCG Wealth 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
2026 Q2	$2.77M	Buy	59,018 +13,583	+30%	+$609K	0.07%	256
2026 Q1	$1.87M	Buy	45,435 +2,089	+5%	+$93K	0.05%	277
2025 Q4	$2.07M	Buy	+43,346	New	+$2.08M	0.06%	258
2025 Q3	–	Sell	-26,885	Closed	-$1.3M	–	353
2025 Q2	$1.3M	Sell	26,885 -859	-3%	-$38.6K	0.08%	195
2025 Q1	$1.19M	Sell	27,744 -2,760	-9%	-$129K	0.09%	185
2024 Q4	$1.45M	Sell	30,504 -569	-2%	-$27.1K	0.1%	177
2024 Q3	$1.39M	Buy	31,073 +243	+0.8%	+$10.3K	0.09%	191
2024 Q2	$1.29M	Buy	30,830 +1,168	+4%	+$49.5K	0.1%	171
2024 Q1	$1.32M	Buy	29,662 +409	+1%	+$17.5K	0.11%	160
2023 Q4	$1.24M	Sell	29,253 -989	-3%	-$37.6K	0.09%	181
2023 Q3	$1.17M	Sell	30,242 -1,028	-3%	-$39.8K	0.09%	187
2023 Q2	$1.22M	Sell	31,270 -10,847	-26%	-$403K	0.14%	103
2023 Q1	$1.61M	Sell	42,117 -471	-1%	-$17.8K	0.21%	89
2022 Q4	$1.5M	Buy	42,588 +1,784	+4%	+$62.1K	0.21%	90
2022 Q3	$1.44M	Sell	40,804 -2,337	-5%	-$86.2K	0.19%	102
2022 Q2	$1.48M	Buy	+43,141	New	+$1.63M	0.21%	87

Other funds holding NUMG

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

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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WCG Wealth Advisors's NUMG Position: Q2 2026 in Review

WCG Wealth Advisors increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 30% in Q2 2026, buying an estimated $609K and bringing the position to 59,018 shares worth $2.77M. The position accounts for 0.07% of the portfolio, ranked #256.

WCG Wealth Advisors first reported a position in NUMG in Q2 2022 and has held it in 16 quarters since. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

WCG Wealth Advisors held 59,018 shares of Nuveen ESG Mid-Cap Growth ETF worth $2.77M as of Q2 2026.
WCG Wealth Advisors bought 13,583 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $609K.
Nuveen ESG Mid-Cap Growth ETF made up 0.07% of WCG Wealth Advisors's portfolio in Q2 2026, its #256 holding.
WCG Wealth Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.