Westside Investment Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Westside Investment Management’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
2022 Q4	–	Sell	-200	Closed	-$6	–	833
2022 Q3	$6	Hold	200	–	–	﹤0.01%	669
2022 Q2	$6	Hold	200	–	–	﹤0.01%	662
2022 Q1	$8	Sell	200 -150	-43%	-$6.47K	﹤0.01%	638
2021 Q4	$17	Hold	350	–	–	﹤0.01%	525
2021 Q3	$19	Buy	350 +50	+17%	+$2.8K	﹤0.01%	492
2021 Q2	$16	Buy	300 +50	+20%	+$2.6K	﹤0.01%	513
2021 Q1	$12	Buy	250 +100	+67%	+$5.02K	﹤0.01%	530
2020 Q4	$7	Buy	+150	New	+$7.02K	﹤0.01%	529

Other funds holding NUMG

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Westside Investment Management's NUMG Position: Q4 2022 in Review

Westside Investment Management sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q4 2022, closing a stake of 200 shares — an estimated $6 sold.

Westside Investment Management first reported a position in NUMG in Q4 2020 and held it in 8 quarters. The position peaked at $19 in Q3 2021. 106 funds tracked by Wall St. Rank hold NUMG as of Q4 2022.

Westside Investment Management reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
Westside Investment Management sold 200 Nuveen ESG Mid-Cap Growth ETF shares in Q4 2022, an estimated $6.
Westside Investment Management first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2020 and held it in 8 quarters.
Westside Investment Management's Nuveen ESG Mid-Cap Growth ETF position peaked at $19 in Q3 2021.
106 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q4 2022.

Based on Westside Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.