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Wood Tarver Financial Group’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Wood Tarver Financial Group’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
Q3 		– Sell
-678
Closed -$32K – 476
2025
Q2 		$32K Hold
678
– – 0.01% 315
2025
Q1 		$29.1K Hold
678
– – 0.01% 319
2024
Q4 		$32K Buy
+678
New +$32.3K 0.01% 304

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Wood Tarver Financial Group's NUMG Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q3 2025, closing a stake of 678 shares — an estimated $32K sold.

Wood Tarver Financial Group first reported a position in NUMG in Q4 2024 and held it in 3 quarters. The position peaked at $32K in Q2 2025. 129 funds tracked by Wall St. Rank hold NUMG as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 678 Nuveen ESG Mid-Cap Growth ETF shares in Q3 2025, an estimated $32K.
  • Wood Tarver Financial Group first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Nuveen ESG Mid-Cap Growth ETF position peaked at $32K in Q2 2025.
  • 129 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.