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

Wipfli Financial 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
2022 Q3	$32K	Buy	+1,111	New	+$35.6K	﹤0.01%	1332

Other funds holding NUMV

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

RJA

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wipfli Financial Advisors's NUMV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Nuveen ESG Mid-Cap Value ETF (NUMV) in Q3 2022: 1,111 shares worth $32K. The stake represents ﹤0.01% of the portfolio and ranks #1332 among its holdings.

99 funds tracked by Wall St. Rank hold NUMV as of Q3 2022.

Wipfli Financial Advisors held 1,111 shares of Nuveen ESG Mid-Cap Value ETF worth $32K as of Q3 2022.
Nuveen ESG Mid-Cap Value ETF was a new Wipfli Financial Advisors position in Q3 2022.
Nuveen ESG Mid-Cap Value ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1332 holding.
99 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.