Westfuller Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Westfuller Advisors’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
2024 Q1	$390K	Buy	+11,393	New	+$363K	0.47%	51

Other funds holding NUMV

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Westfuller Advisors's NUMV Position: Q1 2024 in Review

Westfuller Advisors opened a new position in Nuveen ESG Mid-Cap Value ETF (NUMV) in Q1 2024: 11,393 shares worth $390K. The stake represents 0.47% of the portfolio and ranks #51 among its holdings.

115 funds tracked by Wall St. Rank hold NUMV as of Q1 2024.

Westfuller Advisors held 11,393 shares of Nuveen ESG Mid-Cap Value ETF worth $390K as of Q1 2024.
Nuveen ESG Mid-Cap Value ETF was a new Westfuller Advisors position in Q1 2024.
Nuveen ESG Mid-Cap Value ETF made up 0.47% of Westfuller Advisors's portfolio in Q1 2024, its #51 holding.
115 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2024.

Based on Westfuller Advisors's 13F filing for Q1 2024, filed 15 Jan 2025.