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Wealthspire Advisors (New York)’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-127
Closed -$4.91K – 2256
2025
Q3 		$4.91K Buy
+127
New +$4.76K ﹤0.01% 2339

Other funds holding NUMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s NUMV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q4 2025, closing a stake of 127 shares — an estimated $4.91K sold.

Wealthspire Advisors (New York) first reported a position in NUMV in Q3 2025 and held it in 1 quarter. The position peaked at $4.91K in Q3 2025. 127 funds tracked by Wall St. Rank hold NUMV as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 127 Nuveen ESG Mid-Cap Value ETF shares in Q4 2025, an estimated $4.91K.
  • Wealthspire Advisors (New York) first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Nuveen ESG Mid-Cap Value ETF position peaked at $4.91K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.