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WealthShield Partners’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

WealthShield Partners’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 		– Sell
-18,510
Closed -$760K – 529
2026
Q1 		$760K Buy
18,510
+1,715
+10% +$76.3K 0.08% 210
2025
Q4 		$802K Buy
16,795
+796
+5% +$38.1K 0.09% 204
2025
Q3 		$779K Sell
15,999
-300
-2% -$14.5K 0.09% 200
2025
Q2 		$790K Sell
16,299
-2,880
-15% -$129K 0.1% 192
2025
Q1 		$823K Buy
19,179
+911
+5% +$42.5K 0.11% 180
2024
Q4 		$866K Buy
18,268
+790
+5% +$37.7K 0.12% 166
2024
Q3 		$783K Buy
17,478
+728
+4% +$30.9K 0.11% 174
2024
Q2 		$700K Buy
16,750
+273
+2% +$11.6K 0.11% 174
2024
Q1 		$733K Sell
16,477
-970
-6% -$41.6K 0.12% 170
2023
Q4 		$739K Sell
17,447
-4,117
-19% -$156K 0.12% 169
2023
Q3 		$791K Buy
21,564
+3,296
+18% +$128K 0.12% 172
2023
Q2 		$713K Buy
18,268
+846
+5% +$31.4K 0.11% 176
2023
Q1 		$666K Sell
17,422
-1,327
-7% -$50K 0.11% 184
2022
Q4 		$660K Buy
18,749
+1,176
+7% +$40.9K 0.13% 174
2022
Q3 		$579K Buy
17,573
+80
+0.5% +$2.95K 0.11% 182
2022
Q2 		$601K Buy
17,493
+594
+4% +$22.4K 0.12% 177
2022
Q1 		$741K Buy
+16,899
New +$729K 0.12% 181

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthShield Partners's NUMG Position: Q2 2026 in Review

WealthShield Partners sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2026, closing a stake of 18,510 shares — an estimated $760K sold.

WealthShield Partners first reported a position in NUMG in Q1 2022 and held it in 17 quarters. The position peaked at $866K in Q4 2024. 134 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • WealthShield Partners reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 18,510 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2026, an estimated $760K.
  • WealthShield Partners first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2022 and held it in 17 quarters.
  • WealthShield Partners's Nuveen ESG Mid-Cap Growth ETF position peaked at $866K in Q4 2024.
  • 134 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.