Wealth Enhancement Advisory Services’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Wealth Enhancement Advisory Services’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	$482K	Buy	10,906 +5,241	+93%	+$219K	﹤0.01%	2720
2026 Q1	$222K	Sell	5,665 -2,467	-30%	-$99K	﹤0.01%	3058
2025 Q4	$328K	Buy	8,132 +847	+12%	+$32.9K	﹤0.01%	2844
2025 Q3	$282K	Sell	7,285 -197	-3%	-$7.39K	﹤0.01%	2855
2025 Q2	$275K	Sell	7,482 -262	-3%	-$8.96K	﹤0.01%	2715
2025 Q1	$265K	Sell	7,744 -696	-8%	-$24.4K	﹤0.01%	2541
2024 Q4	$294K	Buy	8,440 +734	+10%	+$26.9K	﹤0.01%	2399
2024 Q3	$284K	Sell	7,706 -69	-0.9%	-$2.4K	﹤0.01%	2217
2024 Q2	$257K	Buy	+7,775	New	+$258K	﹤0.01%	2096

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

Wealth Enhancement Advisory Services's NUMV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 93% in Q2 2026, buying an estimated $219K and bringing the position to 10,906 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #2720.

Wealth Enhancement Advisory Services first reported a position in NUMV in Q2 2024 and has held it in 9 quarters since. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

Wealth Enhancement Advisory Services held 10,906 shares of Nuveen ESG Mid-Cap Value ETF worth $482K as of Q2 2026.
Wealth Enhancement Advisory Services bought 5,241 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $219K.
Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2720 holding.
Wealth Enhancement Advisory Services first reported a position in Nuveen ESG Mid-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.