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NUMVNUMV
25 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in NUVEEN ESG MID-CAP VALUE ETF

EP Wealth Advisors, LLC holds 42,020 shares of NUMV (NUVEEN ESG MID-CAP VALUE ETF), worth $1.8M as of 2026-Q2. This is a new position. NUMV represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$1.8M

Current Shares

42,020

Total Value Change

+$1.6M

Total Shares Change

+33,065

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
42,020
-
$1.8M0.0%$43.49
36
2025-Q4
Exited
0
-100.0%
$00.0%$39.49
0
2025-Q2
New
2,980
-
$107,4290.0%$35.27
30
2024-Q4
Exited
0
-100.0%
$00.0%$34.19
0
2024-Q3
New
2,795
-
$102,9680.0%$35.58
30
2024-Q1
Exited
0
-100.0%
$00.0%$33.10
0
2023-Q4
Increased
13,642
+128.9%
$430,2690.0%$30.53
39
2023-Q3
New
5,960
-
$169,4430.0%$26.90
31
2023-Q2
Exited
0
-100.0%
$00.0%$27.79
0
2023-Q1
New
10,000
-
$1,4970.0%$26.75
17
2022-Q4
Exited
0
-100.0%
$00.0%$28.15
0
2022-Q3
Increased
21,433
+7.2%
$608,0000.0%$25.57
26
2022-Q2
Increased
20,003
+0.9%
$613,0000.0%$27.68
25
2022-Q1
Increased
19,831
+14.9%
$714,0000.0%$32.83
28
2021-Q4
Decreased
17,257
-34.0%
$638,0000.0%$33.08
0
2021-Q3
Increased
26,140
+3.5%
$949,0000.0%$30.94
26
2021-Q2
Decreased
25,265
-3.7%
$916,0000.0%$30.38
0
2021-Q1
Increased
26,235
+52.8%
$903,0000.0%$28.91
35
2020-Q4
Decreased
17,170
-4.4%
$516,0000.0%$25.11
0
2020-Q3
Decreased
17,955
-51.5%
$458,0000.0%$20.99
0
2020-Q2
Increased
37,002
+16.5%
$888,0000.0%$19.56
29
2020-Q1
Increased
31,756
+231.8%
$641,0000.0%$17.14
39
2019-Q4
New
9,572
-
$289,0000.0%$24.91
32
2019-Q3
Exited
0
-100.0%
$00.0%$23.41
0
2019-Q2
New
8,955
-
$255,0000.0%$23.01
32

Other major holders of NUMV: Steward Partners Investment Advisory, LLC, TIAA TRUST, NATIONAL ASSOCIATION, MORGAN STANLEY

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