WWA
NUMV icon

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

WCG Wealth 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 		$2.77M Buy
63,618
+6,268
+11% +$262K 0.07% 257
2026
Q1 		$2.22M Buy
57,350
+1,239
+2% +$49.7K 0.06% 254
2025
Q4 		$2.19M Buy
56,111
+45,028
+406% +$1.75M 0.06% 246
2025
Q3 		$429K Sell
11,083
-24,627
-69% -$924K 0.03% 307
2025
Q2 		$1.29M Buy
35,710
+261
+0.7% +$8.92K 0.08% 196
2025
Q1 		$1.21M Sell
35,449
-5,286
-13% -$186K 0.09% 181
2024
Q4 		$1.42M Buy
40,735
+721
+2% +$26.4K 0.09% 178
2024
Q3 		$1.47M Buy
40,014
+3
+0% +$105 0.1% 183
2024
Q2 		$1.32M Buy
40,011
+4,292
+12% +$142K 0.1% 169
2024
Q1 		$1.22M Sell
35,719
-172
-0.5% -$5.47K 0.1% 169
2023
Q4 		$1.13M Sell
35,891
-1,007
-3% -$29.1K 0.08% 189
2023
Q3 		$1.11M Sell
36,898
-1,238
-3% -$37K 0.08% 191
2023
Q2 		$1.13M Sell
38,136
-12,401
-25% -$353K 0.13% 104
2023
Q1 		$1.45M Sell
50,537
-275
-0.5% -$8.35K 0.19% 90
2022
Q4 		$1.51M Buy
50,812
+2,062
+4% +$63.5K 0.21% 88
2022
Q3 		$1.48M Sell
48,750
-2,938
-6% -$94.2K 0.2% 99
2022
Q2 		$1.58M Buy
+51,688
New +$1.74M 0.22% 84

Other funds holding NUMV

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

WCG Wealth Advisors increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 11% in Q2 2026, buying an estimated $262K and bringing the position to 63,618 shares worth $2.77M. The position accounts for 0.07% of the portfolio, ranked #257.

WCG Wealth Advisors first reported a position in NUMV in Q2 2022 and has held it in 17 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • WCG Wealth Advisors held 63,618 shares of Nuveen ESG Mid-Cap Value ETF worth $2.77M as of Q2 2026.
  • WCG Wealth Advisors bought 6,268 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $262K.
  • Nuveen ESG Mid-Cap Value ETF made up 0.07% of WCG Wealth Advisors's portfolio in Q2 2026, its #257 holding.
  • WCG Wealth Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

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