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

WealthShield 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 		– Sell
-23,484
Closed -$910K – 530
2026
Q1 		$910K Buy
23,484
+1,902
+9% +$76.3K 0.1% 195
2025
Q4 		$844K Sell
21,582
-281
-1% -$10.9K 0.09% 195
2025
Q3 		$846K Sell
21,863
-564
-3% -$21.2K 0.1% 191
2025
Q2 		$808K Sell
22,427
-7,796
-26% -$266K 0.1% 190
2025
Q1 		$1.03M Buy
30,223
+677
+2% +$23.8K 0.13% 158
2024
Q4 		$1.03M Buy
29,546
+5,096
+21% +$187K 0.15% 149
2024
Q3 		$901K Sell
24,450
-353
-1% -$12.3K 0.12% 164
2024
Q2 		$819K Buy
24,803
+294
+1% +$9.75K 0.12% 163
2024
Q1 		$838K Buy
24,509
+33
+0.1% +$1.05K 0.14% 158
2023
Q4 		$772K Sell
24,476
-4,665
-16% -$135K 0.13% 165
2023
Q3 		$828K Buy
29,141
+4,539
+18% +$136K 0.12% 162
2023
Q2 		$729K Sell
24,602
-1,173
-5% -$33.4K 0.11% 173
2023
Q1 		$740K Buy
25,775
+8
+0% +$243 0.12% 178
2022
Q4 		$767K Buy
25,767
+1,078
+4% +$33.2K 0.15% 164
2022
Q3 		$701K Buy
24,689
+21
+0.1% +$673 0.14% 169
2022
Q2 		$756K Buy
24,668
+554
+2% +$18.6K 0.15% 164
2022
Q1 		$868K Buy
+24,114
New +$862K 0.14% 164

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

WealthShield Partners's NUMV Position: Q2 2026 in Review

WealthShield Partners sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q2 2026, closing a stake of 23,484 shares — an estimated $910K sold.

WealthShield Partners first reported a position in NUMV in Q1 2022 and held it in 17 quarters. The position peaked at $1.03M in Q1 2025. 130 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • WealthShield Partners reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 23,484 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $910K.
  • WealthShield Partners first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2022 and held it in 17 quarters.
  • WealthShield Partners's Nuveen ESG Mid-Cap Value ETF position peaked at $1.03M in Q1 2025.
  • 130 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

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