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West Financial Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

West Financial Advisors’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
2025
Q1 		– Sell
-12
Closed -$569 – 217
2024
Q4 		$569 Buy
+12
New +$572 ﹤0.01% 193

Other funds holding NUMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

West Financial Advisors's NUMG Position: Q1 2025 in Review

West Financial Advisors sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2025, closing a stake of 12 shares — an estimated $569 sold.

West Financial Advisors first reported a position in NUMG in Q4 2024 and held it in 1 quarter. The position peaked at $569 in Q4 2024. 136 funds tracked by Wall St. Rank hold NUMG as of Q1 2025.

  • West Financial Advisors reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • West Financial Advisors sold 12 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2025, an estimated $569.
  • West Financial Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • West Financial Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $569 in Q4 2024.
  • 136 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2025.

Based on West Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.