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Wealthcare Advisory Partners’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Wealthcare Advisory Partners’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 		$249K Sell
5,723
-137
-2% -$5.72K ﹤0.01% 947
2026
Q1 		$227K Hold
5,860
– – ﹤0.01% 973
2025
Q4 		$229K Hold
5,860
– – ﹤0.01% 972
2025
Q3 		$227K Hold
5,860
– – ﹤0.01% 935
2025
Q2 		$211K Hold
5,860
– – ﹤0.01% 920
2025
Q1 		$200K Sell
5,860
-30
-0.5% -$1.05K 0.01% 869
2024
Q4 		$205K Sell
5,890
-221
-4% -$8.1K 0.01% 855
2024
Q3 		$225K Hold
6,111
– – 0.01% 797
2024
Q2 		$202K Sell
6,111
-90
-1% -$2.98K 0.01% 788
2024
Q1 		$212K Buy
+6,201
New +$197K 0.01% 760

Other funds holding NUMV

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FWM
Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Wealthcare Advisory Partners's NUMV Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 2.3% in Q2 2026, selling an estimated $5.72K and leaving 5,723 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Wealthcare Advisory Partners first reported a position in NUMV in Q1 2024 and has held it in 10 quarters since. 28 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • Wealthcare Advisory Partners held 5,723 shares of Nuveen ESG Mid-Cap Value ETF worth $249K as of Q2 2026.
  • Wealthcare Advisory Partners sold 137 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $5.72K.
  • Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #947 holding.
  • Wealthcare Advisory Partners first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 28 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.